Focused Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Focused 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 Q1	–	Sell	-100	Closed	-$6.26K	–	356
2023 Q4	$6.26K	Hold	100	–	–	﹤0.01%	625
2023 Q3	$4.54K	Hold	100	–	–	﹤0.01%	659
2023 Q2	$5.61K	Hold	100	–	–	﹤0.01%	648
2023 Q1	$4.52K	Hold	100	–	–	﹤0.01%	688
2022 Q4	$4.07K	Sell	100 -800	-89%	-$42.4K	﹤0.01%	694
2022 Q3	$59K	Buy	900 +800	+800%	+$58K	0.01%	253
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	581
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	631
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	621
2021 Q3	$11K	Hold	100	–	–	﹤0.01%	582
2021 Q2	$16K	Hold	100	–	–	﹤0.01%	538
2021 Q1	$12K	Hold	100	–	–	﹤0.01%	567
2020 Q4	$15K	Sell	100 -50	-33%	-$5.91K	﹤0.01%	504
2020 Q3	$13K	Sell	150 -50	-25%	-$4.43K	﹤0.01%	476
2020 Q2	$15K	Hold	200	–	–	﹤0.01%	446
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	476
2019 Q4	$12K	Hold	200	–	–	﹤0.01%	478
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	506
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	526
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	507
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	513
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	458
2018 Q2	$12K	Hold	200	–	–	﹤0.01%	419
2018 Q1	$9K	Buy	+200	New	+$8.26K	﹤0.01%	487

Other funds holding CRSP

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Focused Wealth Management's CRSP Position: Q1 2024 in Review

Focused Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q1 2024, closing a stake of 100 shares — an estimated $6.26K sold.

Focused Wealth Management first reported a position in CRSP in Q1 2018 and held it in 24 quarters. The position peaked at $59K in Q3 2022. 484 funds tracked by Wall St. Rank hold CRSP as of Q1 2024.

Focused Wealth Management reported no remaining CRISPR Therapeutics position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 100 CRISPR Therapeutics shares in Q1 2024, an estimated $6.26K.
Focused Wealth Management first reported a position in CRISPR Therapeutics in Q1 2018 and held it in 24 quarters.
Focused Wealth Management's CRISPR Therapeutics position peaked at $59K in Q3 2022.
484 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.