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Balboa Wealth Partners’s Caribou Biosciences CRBU Stock Holding History

Balboa Wealth Partners’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-55,277
Closed -$87.9K – 338
2024
Q4 		$87.9K Buy
55,277
+4,650
+9% +$9.35K 0.02% 289
2024
Q3 		$99.2K Buy
50,627
+2,751
+6% +$5.63K 0.02% 276
2024
Q2 		$78.5K Buy
+47,876
New +$153K 0.02% 262

Other funds holding CRBU

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balboa Wealth Partners's CRBU Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Caribou Biosciences (CRBU) in Q1 2025, closing a stake of 55,277 shares — an estimated $87.9K sold.

Balboa Wealth Partners first reported a position in CRBU in Q2 2024 and held it in 3 quarters. The position peaked at $99.2K in Q3 2024. 131 funds tracked by Wall St. Rank hold CRBU as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Caribou Biosciences position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 55,277 Caribou Biosciences shares in Q1 2025, an estimated $87.9K.
  • Balboa Wealth Partners first reported a position in Caribou Biosciences in Q2 2024 and held it in 3 quarters.
  • Balboa Wealth Partners's Caribou Biosciences position peaked at $99.2K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Caribou Biosciences as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.