Institutional & Family Asset Management’s CRISPR Therapeutics CRSP Stock Holding History

Institutional & Family Asset 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 Q2	$1.13K	Hold	21	–	–	﹤0.01%	623
2024 Q1	$1.43K	Hold	21	–	–	﹤0.01%	608
2023 Q4	$1.31K	Hold	21	–	–	﹤0.01%	590
2023 Q3	$953	Hold	21	–	–	﹤0.01%	621
2023 Q2	$1.18K	Hold	21	–	–	﹤0.01%	612
2023 Q1	$950	Hold	21	–	–	﹤0.01%	634
2022 Q4	$854	Hold	21	–	–	﹤0.01%	613
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	619
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	638
2022 Q1	$1K	Sell	21 -23	-52%	-$1.44K	﹤0.01%	683
2021 Q4	$3K	Buy	44 +7	+19%	+$612	﹤0.01%	617
2021 Q3	$4K	Buy	37 +4	+12%	+$502	﹤0.01%	695
2021 Q2	$5K	Buy	33 +2	+6%	+$243	﹤0.01%	702
2021 Q1	$4K	Buy	+31	New	+$4.68K	﹤0.01%	711

Other funds holding CRSP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

NMC

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

Institutional & Family Asset Management's CRSP Position: Q2 2024 in Review

Institutional & Family Asset Management held its CRISPR Therapeutics (CRSP) position steady in Q2 2024 at 21 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Institutional & Family Asset Management first reported a position in CRSP in Q1 2021 and has held it in 14 quarters since. The position peaked at $5K in Q2 2021. 449 funds tracked by Wall St. Rank hold CRSP as of Q2 2024.

Institutional & Family Asset Management held 21 shares of CRISPR Therapeutics worth $1.13K as of Q2 2024.
Institutional & Family Asset Management left its CRISPR Therapeutics share count unchanged in Q2 2024.
CRISPR Therapeutics made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #623 holding.
Institutional & Family Asset Management first reported a position in CRISPR Therapeutics in Q1 2021 and has held it in 14 quarters since.
Institutional & Family Asset Management's CRISPR Therapeutics position peaked at $5K in Q2 2021.
449 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.