CarsonAllaria Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

CarsonAllaria 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
2025 Q3	–	Sell	-277	Closed	-$13.5K	–	135
2025 Q2	$13.5K	Sell	277 -122	-31%	-$4.72K	0.01%	229
2025 Q1	$13.6K	Buy	399 +31	+8%	+$1.31K	0.01%	227
2024 Q4	$14.5K	Hold	368	–	–	0.01%	219
2024 Q3	$17.3K	Sell	368 -68	-16%	-$3.45K	0.01%	212
2024 Q2	$23.5K	Hold	436	–	–	0.01%	182
2024 Q1	$29.7K	Buy	436 +23	+6%	+$1.65K	0.02%	161
2023 Q4	$25.9K	Sell	413 -24	-5%	-$1.33K	0.02%	152
2023 Q3	$19.8K	Sell	437 -74	-14%	-$3.82K	0.02%	161
2023 Q2	$28.7K	Sell	511 -9	-2%	-$511	0.02%	144
2023 Q1	$23.5K	Sell	520 -75	-13%	-$3.64K	0.02%	156
2022 Q4	$24K	Sell	595 -65	-10%	-$3.45K	0.02%	142
2022 Q3	$43K	Sell	660 -4	-0.6%	-$290	0.04%	110
2022 Q2	$40K	Buy	664 +50	+8%	+$2.94K	0.04%	114
2022 Q1	$39K	Buy	614 +564	+1,128%	+$35.4K	0.03%	119
2021 Q4	$4K	Buy	+50	New	+$4.37K	﹤0.01%	283

Other funds holding CRSP

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CarsonAllaria Wealth Management's CRSP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q3 2025, closing a stake of 277 shares — an estimated $13.5K sold.

CarsonAllaria Wealth Management first reported a position in CRSP in Q4 2021 and held it in 15 quarters. The position peaked at $43K in Q3 2022. 440 funds tracked by Wall St. Rank hold CRSP as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining CRISPR Therapeutics position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 277 CRISPR Therapeutics shares in Q3 2025, an estimated $13.5K.
CarsonAllaria Wealth Management first reported a position in CRISPR Therapeutics in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's CRISPR Therapeutics position peaked at $43K in Q3 2022.
440 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.