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Castle Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Castle 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
2022
Q4 		– Sell
-150
Closed -$10K – 211
2022
Q3 		$10K Hold
150
– – 0.01% 417
2022
Q2 		$9K Buy
+150
New +$8.82K 0.01% 418

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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

Castle Wealth Management's CRSP Position: Q4 2022 in Review

Castle Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q4 2022, closing a stake of 150 shares — an estimated $10K sold.

Castle Wealth Management first reported a position in CRSP in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 398 funds tracked by Wall St. Rank hold CRSP as of Q4 2022.

  • Castle Wealth Management reported no remaining CRISPR Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 150 CRISPR Therapeutics shares in Q4 2022, an estimated $10K.
  • Castle Wealth Management first reported a position in CRISPR Therapeutics in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's CRISPR Therapeutics position peaked at $10K in Q3 2022.
  • 398 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.