Baldwin Wealth Partners’s CRISPR Therapeutics CRSP Stock Holding History

Baldwin Wealth Partners’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	-4	Closed	-$216	–	1102
2024 Q2	$216	Buy	+4	New	+$231	﹤0.01%	754
2022 Q4	–	Sell	-153	Closed	-$10K	–	787
2022 Q3	$10K	Hold	153	–	–	﹤0.01%	518
2022 Q2	$9K	Sell	153 -40	-21%	-$2.35K	﹤0.01%	540
2022 Q1	$12K	Buy	193 +46	+31%	+$2.89K	﹤0.01%	521
2021 Q4	$11K	Sell	147 -250	-63%	-$21.8K	﹤0.01%	497
2021 Q3	$44K	Buy	397 +39	+11%	+$4.9K	﹤0.01%	363
2021 Q2	$57K	Buy	358 +40	+13%	+$4.87K	0.01%	340
2021 Q1	$38K	Buy	318 +250	+368%	+$37.7K	﹤0.01%	373
2020 Q4	$10K	Hold	68	–	–	﹤0.01%	451
2020 Q3	$6K	Hold	68	–	–	﹤0.01%	459
2020 Q2	$5K	Hold	68	–	–	﹤0.01%	470
2020 Q1	$3K	Hold	68	–	–	﹤0.01%	491
2019 Q4	$4K	Buy	+68	New	+$3.71K	﹤0.01%	488

Other funds holding CRSP

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 Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

Baldwin Wealth Partners's CRSP Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of CRISPR Therapeutics (CRSP) in Q3 2024, closing a stake of 4 shares — an estimated $216 sold.

Baldwin Wealth Partners first reported a position in CRSP in Q4 2019 and held it in 13 quarters. The position peaked at $57K in Q2 2021. 416 funds tracked by Wall St. Rank hold CRSP as of Q3 2024.

Baldwin Wealth Partners reported no remaining CRISPR Therapeutics position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 4 CRISPR Therapeutics shares in Q3 2024, an estimated $216.
Baldwin Wealth Partners first reported a position in CRISPR Therapeutics in Q4 2019 and held it in 13 quarters.
Baldwin Wealth Partners's CRISPR Therapeutics position peaked at $57K in Q2 2021.
416 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.