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Kingswood Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Kingswood 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
2024
Q2 		– Sell
-3,914
Closed -$267K – 667
2024
Q1 		$267K Sell
3,914
-570
-13% -$40.8K 0.03% 517
2023
Q4 		$281K Buy
+4,484
New +$248K 0.03% 498

Other funds holding CRSP

Capital International Investors
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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

Kingswood Wealth Advisors's CRSP Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of CRISPR Therapeutics (CRSP) in Q2 2024, closing a stake of 3,914 shares — an estimated $267K sold.

Kingswood Wealth Advisors first reported a position in CRSP in Q4 2023 and held it in 2 quarters. The position peaked at $281K in Q4 2023. 449 funds tracked by Wall St. Rank hold CRSP as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining CRISPR Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,914 CRISPR Therapeutics shares in Q2 2024, an estimated $267K.
  • Kingswood Wealth Advisors first reported a position in CRISPR Therapeutics in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's CRISPR Therapeutics position peaked at $281K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.