Foundations Investment Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Foundations Investment Advisors’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
2023 Q3	–	Sell	-7,131	Closed	-$400K	–	645
2023 Q2	$400K	Sell	7,131 -52	-0.7%	-$2.95K	0.01%	406
2023 Q1	$325K	Sell	7,183 -6	-0.1%	-$291	0.01%	380
2022 Q4	$292K	Sell	7,189 -809	-10%	-$42.9K	0.01%	347
2022 Q3	$523K	Sell	7,998 -740	-8%	-$53.6K	0.02%	236
2022 Q2	$635K	Buy	8,738 +982	+13%	+$57.7K	0.03%	194
2022 Q1	$482K	Sell	7,756 -17	-0.2%	-$1.07K	0.02%	198
2021 Q4	$543K	Buy	7,773 +3,732	+92%	+$326K	0.02%	192
2021 Q3	$414K	Buy	4,041 +1,788	+79%	+$225K	0.02%	212
2021 Q2	$325K	Buy	+2,253	New	+$274K	0.02%	221

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

NMC

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

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

Foundations Investment Advisors's CRSP Position: Q3 2023 in Review

Foundations Investment Advisors sold out of CRISPR Therapeutics (CRSP) in Q3 2023, closing a stake of 7,131 shares — an estimated $400K sold.

Foundations Investment Advisors first reported a position in CRSP in Q2 2021 and held it in 9 quarters. The position peaked at $635K in Q2 2022. 406 funds tracked by Wall St. Rank hold CRSP as of Q3 2023.

Foundations Investment Advisors reported no remaining CRISPR Therapeutics position as of Q3 2023 after selling out during the quarter.
Foundations Investment Advisors sold 7,131 CRISPR Therapeutics shares in Q3 2023, an estimated $400K.
Foundations Investment Advisors first reported a position in CRISPR Therapeutics in Q2 2021 and held it in 9 quarters.
Foundations Investment Advisors's CRISPR Therapeutics position peaked at $635K in Q2 2022.
406 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.