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Global Wealth Management Investment Advisory’s CRISPR Therapeutics CRSP Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-100
Closed -$7K – 481
2020
Q2 		$7K Sell
100
-50
-33% -$2.92K ﹤0.01% 390
2020
Q1 		$6K Hold
150
– – ﹤0.01% 394
2019
Q4 		$9K Hold
150
– – ﹤0.01% 362
2019
Q3 		$6K Hold
150
– – ﹤0.01% 378
2019
Q2 		$7K Hold
150
– – ﹤0.01% 405
2019
Q1 		$5K Hold
150
– – ﹤0.01% 446
2018
Q4 		$4K Buy
+150
New +$5.21K ﹤0.01% 503

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Global Wealth Management Investment Advisory's CRSP Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of CRISPR Therapeutics (CRSP) in Q3 2020, closing a stake of 100 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in CRSP in Q4 2018 and held it in 7 quarters. The position peaked at $9K in Q4 2019. 309 funds tracked by Wall St. Rank hold CRSP as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining CRISPR Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 CRISPR Therapeutics shares in Q3 2020, an estimated $7K.
  • Global Wealth Management Investment Advisory first reported a position in CRISPR Therapeutics in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's CRISPR Therapeutics position peaked at $9K in Q4 2019.
  • 309 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.