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BSW Wealth Partners’s Caribou Biosciences CRBU Stock Holding History

BSW 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
2023
Q3 		– Sell
-13,593
Closed -$57.8K – 252
2023
Q2 		$57.8K Buy
13,593
+129
+1% +$580 0.01% 275
2023
Q1 		$71.5K Buy
+13,464
New +$83.9K 0.01% 311

Other funds holding CRBU

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APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BSW Wealth Partners's CRBU Position: Q3 2023 in Review

BSW Wealth Partners sold out of Caribou Biosciences (CRBU) in Q3 2023, closing a stake of 13,593 shares — an estimated $57.8K sold.

BSW Wealth Partners first reported a position in CRBU in Q1 2023 and held it in 2 quarters. The position peaked at $71.5K in Q1 2023. 126 funds tracked by Wall St. Rank hold CRBU as of Q3 2023.

  • BSW Wealth Partners reported no remaining Caribou Biosciences position as of Q3 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 13,593 Caribou Biosciences shares in Q3 2023, an estimated $57.8K.
  • BSW Wealth Partners first reported a position in Caribou Biosciences in Q1 2023 and held it in 2 quarters.
  • BSW Wealth Partners's Caribou Biosciences position peaked at $71.5K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Caribou Biosciences as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.