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Centric Wealth Management’s Caribou Biosciences CRBU Stock Holding History

Centric Wealth Management’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
2025
Q1 		– Sell
-16,847
Closed -$26.8K – 178
2024
Q4 		$26.8K Buy
+16,847
New +$33.9K 0.01% 166

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Centric Wealth Management's CRBU Position: Q1 2025 in Review

Centric Wealth Management sold out of Caribou Biosciences (CRBU) in Q1 2025, closing a stake of 16,847 shares — an estimated $26.8K sold.

Centric Wealth Management first reported a position in CRBU in Q4 2024 and held it in 1 quarter. The position peaked at $26.8K in Q4 2024. 131 funds tracked by Wall St. Rank hold CRBU as of Q1 2025.

  • Centric Wealth Management reported no remaining Caribou Biosciences position as of Q1 2025 after selling out during the quarter.
  • Centric Wealth Management sold 16,847 Caribou Biosciences shares in Q1 2025, an estimated $26.8K.
  • Centric Wealth Management first reported a position in Caribou Biosciences in Q4 2024 and held it in 1 quarter.
  • Centric Wealth Management's Caribou Biosciences position peaked at $26.8K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Caribou Biosciences as of Q1 2025.

Based on Centric Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.