Atria Wealth Solutions’s CRISPR Therapeutics CRSP Stock Holding History

Atria Wealth Solutions’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
2024 Q4	–	Sell	-6,494	Closed	-$305K	–	1991
2024 Q3	$305K	Buy	6,494 +44	+0.7%	+$2.23K	﹤0.01%	1504
2024 Q2	$348K	Sell	6,450 -1,299	-17%	-$75.1K	﹤0.01%	1424
2024 Q1	$528K	Buy	7,749 +1,326	+21%	+$94.9K	0.01%	1235
2023 Q4	$402K	Buy	6,423 +829	+15%	+$45.8K	0.01%	1327
2023 Q3	$254K	Hold	5,594	–	–	﹤0.01%	1523
2023 Q2	$314K	Sell	5,594 -4,801	-46%	-$272K	﹤0.01%	1409
2023 Q1	$470K	Buy	10,395 +4,569	+78%	+$222K	0.01%	1177
2022 Q4	$237K	Sell	5,826 -5,054	-46%	-$268K	﹤0.01%	1502
2022 Q3	$711K	Buy	10,880 +5,111	+89%	+$370K	0.01%	853
2022 Q2	$351K	Buy	+5,769	New	+$339K	0.01%	1136

Other funds holding CRSP

AIM

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

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

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

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

NAMA

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Atria Wealth Solutions's CRSP Position: Q4 2024 in Review

Atria Wealth Solutions sold out of CRISPR Therapeutics (CRSP) in Q4 2024, closing a stake of 6,494 shares — an estimated $305K sold.

Atria Wealth Solutions first reported a position in CRSP in Q2 2022 and held it in 10 quarters. The position peaked at $711K in Q3 2022. 404 funds tracked by Wall St. Rank hold CRSP as of Q4 2024.

Atria Wealth Solutions reported no remaining CRISPR Therapeutics position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 6,494 CRISPR Therapeutics shares in Q4 2024, an estimated $305K.
Atria Wealth Solutions first reported a position in CRISPR Therapeutics in Q2 2022 and held it in 10 quarters.
Atria Wealth Solutions's CRISPR Therapeutics position peaked at $711K in Q3 2022.
404 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.