Key Financial Inc’s CRISPR Therapeutics CRSP Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-12	Closed	-$545	–	1327
2023 Q3	$545	Hold	12	–	–	﹤0.01%	1244
2023 Q2	$674	Hold	12	–	–	﹤0.01%	1277
2023 Q1	$543	Hold	12	–	–	﹤0.01%	1084
2022 Q4	$784	Hold	12	–	–	﹤0.01%	1058
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1012
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	998
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	990
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	876
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	854
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	809
2021 Q1	$1K	Buy	+12	New	+$1.81K	﹤0.01%	719

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Key Financial Inc's CRSP Position: Q4 2023 in Review

Key Financial Inc sold out of CRISPR Therapeutics (CRSP) in Q4 2023, closing a stake of 12 shares — an estimated $545 sold.

Key Financial Inc first reported a position in CRSP in Q1 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 472 funds tracked by Wall St. Rank hold CRSP as of Q4 2023.

Key Financial Inc reported no remaining CRISPR Therapeutics position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 12 CRISPR Therapeutics shares in Q4 2023, an estimated $545.
Key Financial Inc first reported a position in CRISPR Therapeutics in Q1 2021 and held it in 11 quarters.
Key Financial Inc's CRISPR Therapeutics position peaked at $1K in Q3 2022.
472 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.