IMA Advisory Services’s CRISPR Therapeutics CRSP Stock Holding History

IMA Advisory Services’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
2025 Q1	–	Sell	-19,776	Closed	-$778K	–	341
2024 Q4	$778K	Sell	19,776 -750	-4%	-$35.4K	0.09%	130
2024 Q3	$964K	Sell	20,526 -2,922	-12%	-$148K	0.21%	99
2024 Q2	$1.27M	Sell	23,448 -538	-2%	-$31.1K	0.56%	52
2024 Q1	$1.63M	Sell	23,986 -695	-3%	-$49.8K	0.77%	42
2023 Q4	$1.55M	Sell	24,681 -836	-3%	-$46.2K	0.77%	42
2023 Q3	$1.16M	Sell	25,517 -255	-1%	-$13.2K	0.3%	83
2023 Q2	$1.45M	Buy	25,772 +710	+3%	+$40.3K	0.37%	78
2023 Q1	$1.13M	Sell	25,062 -569	-2%	-$27.6K	0.29%	86
2022 Q4	$1.04M	Sell	25,631 -1,037	-4%	-$55K	0.28%	87
2022 Q3	$1.74M	Sell	26,668 -1,227	-4%	-$88.9K	0.47%	63
2022 Q2	$1.7M	Sell	27,895 -84	-0.3%	-$4.94K	0.41%	75
2022 Q1	$1.76M	Buy	27,979 +3,327	+13%	+$209K	0.4%	81
2021 Q4	$1.87M	Buy	24,652 +1,148	+5%	+$100K	0.41%	80
2021 Q3	$2.63M	Buy	23,504 +221	+0.9%	+$27.8K	0.62%	55
2021 Q2	$3.77M	Sell	23,283 -2,980	-11%	-$362K	0.88%	29
2021 Q1	$3.2M	Buy	26,263 +3,349	+15%	+$506K	0.78%	41
2020 Q4	$3.51M	Sell	22,914 -892	-4%	-$105K	0.98%	27
2020 Q3	$1.99M	Sell	23,806 -14,447	-38%	-$1.28M	0.67%	51
2020 Q2	$2.81M	Sell	38,253 -91	-0.2%	-$5.32K	1.02%	31
2020 Q1	$1.63M	Buy	+38,344	New	+$1.98M	0.72%	52

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

BlackRock New York $5.72T AUM 30.48% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

IMA Advisory Services's CRSP Position: Q1 2025 in Review

IMA Advisory Services sold out of CRISPR Therapeutics (CRSP) in Q1 2025, closing a stake of 19,776 shares — an estimated $778K sold.

IMA Advisory Services first reported a position in CRSP in Q1 2020 and held it in 20 quarters. The position peaked at $3.77M in Q2 2021. 396 funds tracked by Wall St. Rank hold CRSP as of Q1 2025.

IMA Advisory Services reported no remaining CRISPR Therapeutics position as of Q1 2025 after selling out during the quarter.
IMA Advisory Services sold 19,776 CRISPR Therapeutics shares in Q1 2025, an estimated $778K.
IMA Advisory Services first reported a position in CRISPR Therapeutics in Q1 2020 and held it in 20 quarters.
IMA Advisory Services's CRISPR Therapeutics position peaked at $3.77M in Q2 2021.
396 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2025.

Based on IMA Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.