Avantax Advisory Services’s CRISPR Therapeutics CRSP Stock Holding History

Avantax Advisory Services’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 Q2	$541K	Buy	11,115 +464	+4%	+$18K	﹤0.01%	1543
2025 Q1	$362K	Buy	10,651 +3,815	+56%	+$162K	﹤0.01%	1705
2024 Q4	$269K	Buy	+6,836	New	+$323K	﹤0.01%	1856
2024 Q3	–	Sell	-4,324	Closed	-$234K	–	2136
2024 Q2	$234K	Sell	4,324 -463	-10%	-$26.8K	﹤0.01%	1861
2024 Q1	$326K	Sell	4,787 -661	-12%	-$47.3K	﹤0.01%	1253
2023 Q4	$341K	Buy	+5,448	New	+$301K	﹤0.01%	1170
2023 Q1	–	Sell	-7,503	Closed	-$305K	–	1494
2022 Q4	$305K	Buy	7,503 +952	+15%	+$50.5K	﹤0.01%	1098
2022 Q3	$428K	Buy	6,551 +117	+2%	+$8.48K	0.01%	842
2022 Q2	$391K	Buy	6,434 +1,057	+20%	+$62.1K	0.01%	885
2022 Q1	$344K	Buy	5,377 +779	+17%	+$48.9K	﹤0.01%	941
2021 Q4	$348K	Buy	4,598 +178	+4%	+$15.6K	0.01%	905
2021 Q3	$494K	Buy	4,420 +597	+16%	+$75K	0.01%	727
2021 Q2	$620K	Buy	3,823 +1,684	+79%	+$205K	0.01%	621
2021 Q1	$260K	Buy	+2,139	New	+$323K	0.01%	869

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

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

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

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

OAG

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

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

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

Avantax Advisory Services's CRSP Position: Q2 2025 in Review

Avantax Advisory Services increased its CRISPR Therapeutics (CRSP) stake by 4.4% in Q2 2025, buying an estimated $18K and bringing the position to 11,115 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Avantax Advisory Services first reported a position in CRSP in Q1 2021 and has held it in 14 quarters since. The position peaked at $620K in Q2 2021. 433 funds tracked by Wall St. Rank hold CRSP as of Q2 2025.

Avantax Advisory Services held 11,115 shares of CRISPR Therapeutics worth $541K as of Q2 2025.
Avantax Advisory Services bought 464 CRISPR Therapeutics shares in Q2 2025, an estimated $18K.
CRISPR Therapeutics made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1543 holding.
Avantax Advisory Services first reported a position in CRISPR Therapeutics in Q1 2021 and has held it in 14 quarters since.
Avantax Advisory Services's CRISPR Therapeutics position peaked at $620K in Q2 2021.
433 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.