BerganKDV Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

BerganKDV 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 Q2	–	Sell	-100	Closed	-$4.52K	–	912
2023 Q1	$4.52K	Hold	100	–	–	﹤0.01%	706
2022 Q4	$4.07K	Hold	100	–	–	﹤0.01%	701
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	617
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	664
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	687
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	695
2021 Q3	$11K	Hold	100	–	–	﹤0.01%	619
2021 Q2	$16K	Buy	+100	New	+$12.2K	﹤0.01%	539

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

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

BerganKDV Wealth Management's CRSP Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q2 2023, closing a stake of 100 shares — an estimated $4.52K sold.

BerganKDV Wealth Management first reported a position in CRSP in Q2 2021 and held it in 8 quarters. The position peaked at $16K in Q2 2021. 418 funds tracked by Wall St. Rank hold CRSP as of Q2 2023.

BerganKDV Wealth Management reported no remaining CRISPR Therapeutics position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 100 CRISPR Therapeutics shares in Q2 2023, an estimated $4.52K.
BerganKDV Wealth Management first reported a position in CRISPR Therapeutics in Q2 2021 and held it in 8 quarters.
BerganKDV Wealth Management's CRISPR Therapeutics position peaked at $16K in Q2 2021.
418 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.