AllSquare Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

AllSquare Wealth Management’s Portfolio CRSP Stock Details CRSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.4K	Hold	253	–	–	0.01%	340
2025 Q2	$12.3K	Hold	253	–	–	0.01%	361
2025 Q1	$8.61K	Hold	253	–	–	0.01%	393
2024 Q4	$9.96K	Sell	253 -56	-18%	-$2.64K	0.01%	378
2024 Q3	$14.5K	Hold	309	–	–	0.01%	342
2024 Q2	$16.7K	Hold	309	–	–	0.01%	322
2024 Q1	$21.1K	Hold	309	–	–	0.01%	295
2023 Q4	$19.3K	Hold	309	–	–	0.01%	302
2023 Q3	$14K	Sell	309 -400	-56%	-$20.7K	0.01%	337
2023 Q2	$45.8K	Hold	709	–	–	0.03%	219
2023 Q1	$32.1K	Hold	709	–	–	0.02%	260
2022 Q4	$28.8K	Hold	709	–	–	0.02%	257
2022 Q3	$46K	Hold	709	–	–	0.03%	195
2022 Q2	$43K	Hold	709	–	–	0.03%	214
2022 Q1	$45K	Hold	709	–	–	0.03%	237
2021 Q4	$54K	Sell	709 -19	-3%	-$1.66K	0.03%	212
2021 Q3	$81K	Hold	728	–	–	0.05%	174
2021 Q2	$118K	Sell	728 -106	-13%	-$12.9K	0.07%	139
2021 Q1	$102K	Buy	834 +86	+11%	+$13K	0.06%	147
2020 Q4	$115K	Buy	748 +65	+10%	+$7.68K	0.08%	124
2020 Q3	$57K	Hold	683	–	–	0.04%	178
2020 Q2	$50K	Buy	683 +300	+78%	+$17.5K	0.04%	178
2020 Q1	$16K	Hold	383	–	–	0.01%	260
2019 Q4	$23K	Sell	383 -100	-21%	-$5.46K	0.02%	251
2019 Q3	$20K	Buy	483 +28	+6%	+$1.34K	0.01%	257
2019 Q2	$21K	Hold	455	–	–	0.02%	258
2019 Q1	$16K	Buy	455 +425	+1,417%	+$14.7K	0.01%	273
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	436
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	455
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	445
2018 Q1	$1K	Sell	30 -30	-50%	-$1.24K	﹤0.01%	378
2017 Q4	$1K	Hold	60	–	–	﹤0.01%	370
2017 Q3	$1K	Buy	+60	New	+$1.09K	﹤0.01%	348

Other funds holding CRSP

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

AllSquare Wealth Management's CRSP Position: Q3 2025 in Review

AllSquare Wealth Management held its CRISPR Therapeutics (CRSP) position steady in Q3 2025 at 253 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #340.

AllSquare Wealth Management first reported a position in CRSP in Q3 2017 and has held it in 33 quarters since. The position peaked at $118K in Q2 2021. 440 funds tracked by Wall St. Rank hold CRSP as of Q3 2025.

AllSquare Wealth Management held 253 shares of CRISPR Therapeutics worth $16.4K as of Q3 2025.
AllSquare Wealth Management left its CRISPR Therapeutics share count unchanged in Q3 2025.
CRISPR Therapeutics made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #340 holding.
AllSquare Wealth Management first reported a position in CRISPR Therapeutics in Q3 2017 and has held it in 33 quarters since.
AllSquare Wealth Management's CRISPR Therapeutics position peaked at $118K in Q2 2021.
440 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.