Crewe Advisors’s Ginkgo Bioworks DNA Stock Holding History

Crewe Advisors’s Portfolio DNA Stock Details DNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-125	Closed	-$9.3K	–	675
2023 Q2	$9.3K	Hold	125	–	–	﹤0.01%	416
2023 Q1	$6.65K	Hold	125	–	–	﹤0.01%	603
2022 Q4	$8.45K	Sell	125 -10	-7%	-$920	﹤0.01%	585
2022 Q3	$17K	Hold	135	–	–	﹤0.01%	505
2022 Q2	$13K	Buy	135 +125	+1,250%	+$15.2K	﹤0.01%	530
2022 Q1	$2K	Buy	+10	New	+$1.95K	﹤0.01%	429
2021 Q4	–	Sell	-10	Closed	-$5K	–	415
2021 Q3	$5K	Buy	+10	New	+$4.87K	﹤0.01%	300

Other funds holding DNA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Crewe Advisors's DNA Position: Q3 2023 in Review

Crewe Advisors sold out of Ginkgo Bioworks (DNA) in Q3 2023, closing a stake of 125 shares — an estimated $9.3K sold.

Crewe Advisors first reported a position in DNA in Q3 2021 and held it in 7 quarters. The position peaked at $17K in Q3 2022. 348 funds tracked by Wall St. Rank hold DNA as of Q3 2023.

Crewe Advisors reported no remaining Ginkgo Bioworks position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 125 Ginkgo Bioworks shares in Q3 2023, an estimated $9.3K.
Crewe Advisors first reported a position in Ginkgo Bioworks in Q3 2021 and held it in 7 quarters.
Crewe Advisors's Ginkgo Bioworks position peaked at $17K in Q3 2022.
348 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.