Jamison Private Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Jamison Private Wealth 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 Q4	–	Sell	-5,698	Closed	-$268K	–	259
2024 Q3	$268K	Sell	5,698 -46	-0.8%	-$2.33K	0.04%	171
2024 Q2	$310K	Sell	5,744 -126	-2%	-$7.29K	0.05%	148
2024 Q1	$400K	Buy	5,870 +57	+1%	+$4.08K	0.07%	141
2023 Q4	$364K	Sell	5,813 -329	-5%	-$18.2K	0.07%	145
2023 Q3	$279K	Buy	+6,142	New	+$317K	0.06%	150

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

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

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

Jamison Private Wealth Management's CRSP Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q4 2024, closing a stake of 5,698 shares — an estimated $268K sold.

Jamison Private Wealth Management first reported a position in CRSP in Q3 2023 and held it in 5 quarters. The position peaked at $400K in Q1 2024. 404 funds tracked by Wall St. Rank hold CRSP as of Q4 2024.

Jamison Private Wealth Management reported no remaining CRISPR Therapeutics position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 5,698 CRISPR Therapeutics shares in Q4 2024, an estimated $268K.
Jamison Private Wealth Management first reported a position in CRISPR Therapeutics in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's CRISPR Therapeutics position peaked at $400K in Q1 2024.
404 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.