BSW Wealth Partners’s CRISPR Therapeutics CRSP Stock Holding History

BSW 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
2023 Q3	–	Sell	-6,022	Closed	-$338K	–	253
2023 Q2	$338K	Sell	6,022 -51	-0.8%	-$2.89K	0.07%	165
2023 Q1	$275K	Buy	+6,073	New	+$295K	0.06%	230
2022 Q4	–	Sell	-4,910	Closed	-$321K	–	314
2022 Q3	$321K	Sell	4,910 -3	-0.1%	-$217	0.08%	168
2022 Q2	$299K	Buy	4,913 +917	+23%	+$53.9K	0.07%	191
2022 Q1	$251K	Buy	+3,996	New	+$251K	0.06%	232
2021 Q3	–	Sell	-1,457	Closed	-$236K	–	255
2021 Q2	$236K	Buy	+1,457	New	+$177K	0.06%	207
2019 Q4	–	Sell	-840	Closed	-$34K	–	134
2019 Q3	$34K	Buy	840 +20	+2%	+$956	0.01%	131
2019 Q2	$39K	Buy	+820	New	+$32.8K	0.01%	130

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

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

BSW Wealth Partners sold out of CRISPR Therapeutics (CRSP) in Q3 2023, closing a stake of 6,022 shares — an estimated $338K sold.

BSW Wealth Partners first reported a position in CRSP in Q2 2019 and held it in 8 quarters. The position peaked at $338K in Q2 2023. 406 funds tracked by Wall St. Rank hold CRSP as of Q3 2023.

BSW Wealth Partners reported no remaining CRISPR Therapeutics position as of Q3 2023 after selling out during the quarter.
BSW Wealth Partners sold 6,022 CRISPR Therapeutics shares in Q3 2023, an estimated $338K.
BSW Wealth Partners first reported a position in CRISPR Therapeutics in Q2 2019 and held it in 8 quarters.
BSW Wealth Partners's CRISPR Therapeutics position peaked at $338K in Q2 2023.
406 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2023.

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