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B. Riley Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-8,867
Closed -$479K – 1295
2024
Q2 		$479K Sell
8,867
-7,943
-47% -$459K 0.01% 838
2024
Q1 		$763K Buy
16,810
+45
+0.3% +$3.22K 0.02% 608
2023
Q4 		$1.05M Sell
16,765
-45
-0.3% -$2.49K 0.03% 509
2023
Q3 		$763K Buy
16,810
+8,597
+105% +$444K 0.02% 608
2023
Q2 		$461K Buy
8,213
+1,801
+28% +$102K 0.01% 891
2023
Q1 		$290K Sell
6,412
-227
-3% -$11K 0.01% 1082
2022
Q4 		$270K Sell
6,639
-1,414
-18% -$75K 0.01% 1094
2022
Q3 		$527K Sell
8,053
-431
-5% -$31.2K 0.02% 739
2022
Q2 		$516K Buy
8,484
+1,155
+16% +$67.9K 0.02% 649
2022
Q1 		$461K Buy
7,329
+275
+4% +$17.3K 0.02% 791
2021
Q4 		$535K Sell
7,054
-2,795
-28% -$244K 0.02% 769
2021
Q3 		$1.1M Buy
9,849
+3,433
+54% +$431K 0.04% 489
2021
Q2 		$1.04M Buy
6,416
+1,456
+29% +$177K 0.03% 501
2021
Q1 		$605K Buy
4,960
+761
+18% +$115K 0.02% 651
2020
Q4 		$643K Sell
4,199
-317
-7% -$37.5K 0.03% 456
2020
Q3 		$378K Buy
4,516
+129
+3% +$11.4K 0.02% 638
2020
Q2 		$323K Sell
4,387
-336
-7% -$19.6K 0.02% 611
2020
Q1 		$201K Buy
4,723
+19
+0.4% +$981 0.02% 674
2019
Q4 		$287K Buy
+4,704
New +$257K 0.02% 615
2019
Q3 		– Sell
-7,679
Closed -$362K – 817
2019
Q2 		$362K Buy
+7,679
New +$307K 0.04% 493

Other funds holding CRSP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

B. Riley Wealth Advisors's CRSP Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of CRISPR Therapeutics (CRSP) in Q3 2024, closing a stake of 8,867 shares — an estimated $479K sold.

B. Riley Wealth Advisors first reported a position in CRSP in Q2 2019 and held it in 20 quarters. The position peaked at $1.1M in Q3 2021. 416 funds tracked by Wall St. Rank hold CRSP as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining CRISPR Therapeutics position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,867 CRISPR Therapeutics shares in Q3 2024, an estimated $479K.
  • B. Riley Wealth Advisors first reported a position in CRISPR Therapeutics in Q2 2019 and held it in 20 quarters.
  • B. Riley Wealth Advisors's CRISPR Therapeutics position peaked at $1.1M in Q3 2021.
  • 416 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.