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Heritage Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-350
Closed -$14.2K – 578
2022
Q4 		$14.2K Buy
+350
New +$18.6K ﹤0.01% 430

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heritage Wealth Advisors's CRSP Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of CRISPR Therapeutics (CRSP) in Q1 2023, closing a stake of 350 shares — an estimated $14.2K sold.

Heritage Wealth Advisors first reported a position in CRSP in Q4 2022 and held it in 1 quarter. The position peaked at $14.2K in Q4 2022. 381 funds tracked by Wall St. Rank hold CRSP as of Q1 2023.

  • Heritage Wealth Advisors reported no remaining CRISPR Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 350 CRISPR Therapeutics shares in Q1 2023, an estimated $14.2K.
  • Heritage Wealth Advisors first reported a position in CRISPR Therapeutics in Q4 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's CRISPR Therapeutics position peaked at $14.2K in Q4 2022.
  • 381 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.