Evoke Wealth’s CRISPR Therapeutics CRSP Stock Holding History

Evoke Wealth’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 Q2	–	Sell	-3,300	Closed	-$225K	–	162
2024 Q1	$225K	Buy	+3,300	New	+$236K	0.01%	365
2023 Q3	–	Sell	-3,750	Closed	-$211K	–	377
2023 Q2	$211K	Buy	+3,750	New	+$213K	0.01%	332
2022 Q4	–	Sell	-3,300	Closed	-$216K	–	532
2022 Q3	$216K	Hold	3,300	–	–	0.01%	307
2022 Q2	$201K	Hold	3,300	–	–	0.01%	310
2022 Q1	$207K	Hold	3,300	–	–	0.01%	348
2021 Q4	$250K	Hold	3,300	–	–	0.01%	337
2021 Q3	$369K	Hold	3,300	–	–	0.01%	259
2021 Q2	$534K	Hold	3,300	–	–	0.02%	234
2021 Q1	$402K	Hold	3,300	–	–	0.02%	237
2020 Q4	$505K	Hold	3,300	–	–	0.03%	150
2020 Q3	$276K	Hold	3,300	–	–	0.02%	181
2020 Q2	$243K	Hold	3,300	–	–	0.02%	176
2020 Q1	$140K	Hold	3,300	–	–	0.02%	218
2019 Q4	$201K	Buy	+3,300	New	+$180K	0.03%	218

Other funds holding CRSP

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evoke Wealth's CRSP Position: Q2 2024 in Review

Evoke Wealth sold out of CRISPR Therapeutics (CRSP) in Q2 2024, closing a stake of 3,300 shares — an estimated $225K sold.

Evoke Wealth first reported a position in CRSP in Q4 2019 and held it in 14 quarters. The position peaked at $534K in Q2 2021. 449 funds tracked by Wall St. Rank hold CRSP as of Q2 2024.

Evoke Wealth reported no remaining CRISPR Therapeutics position as of Q2 2024 after selling out during the quarter.
Evoke Wealth sold 3,300 CRISPR Therapeutics shares in Q2 2024, an estimated $225K.
Evoke Wealth first reported a position in CRISPR Therapeutics in Q4 2019 and held it in 14 quarters.
Evoke Wealth's CRISPR Therapeutics position peaked at $534K in Q2 2021.
449 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2024.

Based on Evoke Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.