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Evermay Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Evermay 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
2024
Q3 		– Sell
-1,797
Closed -$97.1K – 596
2024
Q2 		$97.1K Hold
1,797
– – 0.02% 273
2024
Q1 		$122K Hold
1,797
– – 0.02% 254
2023
Q4 		$112K Buy
1,797
+1,667
+1,282% +$92.2K 0.02% 241
2023
Q3 		$5.9K Hold
130
– – ﹤0.01% 462
2023
Q2 		$7.3K Hold
130
– – ﹤0.01% 445
2023
Q1 		$5.88K Hold
130
– – ﹤0.01% 450
2022
Q4 		$5.28K Hold
130
– – ﹤0.01% 452
2022
Q3 		$8K Buy
130
+30
+30% +$2.17K ﹤0.01% 417
2022
Q2 		$6K Buy
+100
New +$5.88K ﹤0.01% 430

Other funds holding CRSP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Evermay Wealth Management's CRSP Position: Q3 2024 in Review

Evermay Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q3 2024, closing a stake of 1,797 shares — an estimated $97.1K sold.

Evermay Wealth Management first reported a position in CRSP in Q2 2022 and held it in 9 quarters. The position peaked at $122K in Q1 2024. 416 funds tracked by Wall St. Rank hold CRSP as of Q3 2024.

  • Evermay Wealth Management reported no remaining CRISPR Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 1,797 CRISPR Therapeutics shares in Q3 2024, an estimated $97.1K.
  • Evermay Wealth Management first reported a position in CRISPR Therapeutics in Q2 2022 and held it in 9 quarters.
  • Evermay Wealth Management's CRISPR Therapeutics position peaked at $122K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.