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Congress Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Congress 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
Q1 		– Sell
-5,640
Closed -$222K – 1076
2024
Q4 		$222K Buy
+5,640
New +$266K ﹤0.01% 830

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Sumitomo Mitsui Trust Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Congress Wealth Management's CRSP Position: Q1 2025 in Review

Congress Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q1 2025, closing a stake of 5,640 shares — an estimated $222K sold.

Congress Wealth Management first reported a position in CRSP in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 396 funds tracked by Wall St. Rank hold CRSP as of Q1 2025.

  • Congress Wealth Management reported no remaining CRISPR Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 5,640 CRISPR Therapeutics shares in Q1 2025, an estimated $222K.
  • Congress Wealth Management first reported a position in CRISPR Therapeutics in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's CRISPR Therapeutics position peaked at $222K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.