Baystate Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Baystate Wealth Management’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
2023 Q4	$3.82K	Hold	61	–	–	﹤0.01%	944
2023 Q3	$2.77K	Hold	61	–	–	﹤0.01%	767
2023 Q2	$3.42K	Hold	61	–	–	﹤0.01%	767
2023 Q1	$2.76K	Buy	+61	New	+$2.96K	﹤0.01%	787
2020 Q4	–	Sell	-14	Closed	-$1K	–	691
2020 Q3	$1K	Sell	14 -130	-90%	-$11.5K	﹤0.01%	573
2020 Q2	$11K	Buy	+144	New	+$8.42K	﹤0.01%	374

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Baystate Wealth Management's CRSP Position: Q4 2023 in Review

Baystate Wealth Management held its CRISPR Therapeutics (CRSP) position steady in Q4 2023 at 61 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Baystate Wealth Management first reported a position in CRSP in Q2 2020 and has held it in 6 quarters since. The position peaked at $11K in Q2 2020. 472 funds tracked by Wall St. Rank hold CRSP as of Q4 2023.

Baystate Wealth Management held 61 shares of CRISPR Therapeutics worth $3.82K as of Q4 2023.
Baystate Wealth Management left its CRISPR Therapeutics share count unchanged in Q4 2023.
CRISPR Therapeutics made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #944 holding.
Baystate Wealth Management first reported a position in CRISPR Therapeutics in Q2 2020 and has held it in 6 quarters since.
Baystate Wealth Management's CRISPR Therapeutics position peaked at $11K in Q2 2020.
472 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.