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Executive Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Executive 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
2019
Q3 		– Sell
-215
Closed -$10K – 272
2019
Q2 		$10K Hold
215
– – ﹤0.01% 607
2019
Q1 		$8K Hold
215
– – ﹤0.01% 585
2018
Q4 		$6K Buy
+215
New +$7.47K ﹤0.01% 635

Other funds holding CRSP

VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Executive Wealth Management's CRSP Position: Q3 2019 in Review

Executive Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q3 2019, closing a stake of 215 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in CRSP in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 182 funds tracked by Wall St. Rank hold CRSP as of Q3 2019.

  • Executive Wealth Management reported no remaining CRISPR Therapeutics position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 215 CRISPR Therapeutics shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in CRISPR Therapeutics in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's CRISPR Therapeutics position peaked at $10K in Q2 2019.
  • 182 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.