Lee Financial’s CRISPR Therapeutics CRSP Stock Holding History

Lee Financial’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 Q1	–	Sell	-60	Closed	-$3.76K	–	298
2023 Q4	$3.76K	Hold	60	–	–	﹤0.01%	602
2023 Q3	$2.72K	Hold	60	–	–	﹤0.01%	621
2023 Q2	$3.37K	Hold	60	–	–	﹤0.01%	563
2023 Q1	$2.71K	Hold	60	–	–	﹤0.01%	616
2022 Q4	$2.44K	Hold	60	–	–	﹤0.01%	656
2022 Q3	$4K	Hold	60	–	–	﹤0.01%	564
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	579
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	528
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	590
2021 Q3	$7K	Hold	60	–	–	﹤0.01%	459
2021 Q2	$10K	Hold	60	–	–	﹤0.01%	407
2021 Q1	$7K	Hold	60	–	–	﹤0.01%	418
2020 Q4	$9K	Sell	60 -720	-92%	-$85.1K	﹤0.01%	384
2020 Q3	$65K	Hold	780	–	–	0.02%	195
2020 Q2	$57K	Buy	780 +720	+1,200%	+$42.1K	0.02%	188
2020 Q1	$3K	Hold	60	–	–	﹤0.01%	404
2019 Q4	$4K	Hold	60	–	–	﹤0.01%	425
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	475
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	453
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	468
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	412
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	435
2018 Q2	$4K	Buy	+60	New	+$3.42K	﹤0.01%	640

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

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

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 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

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

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

Lee Financial's CRSP Position: Q1 2024 in Review

Lee Financial sold out of CRISPR Therapeutics (CRSP) in Q1 2024, closing a stake of 60 shares — an estimated $3.76K sold.

Lee Financial first reported a position in CRSP in Q2 2018 and held it in 23 quarters. The position peaked at $65K in Q3 2020. 484 funds tracked by Wall St. Rank hold CRSP as of Q1 2024.

Lee Financial reported no remaining CRISPR Therapeutics position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 60 CRISPR Therapeutics shares in Q1 2024, an estimated $3.76K.
Lee Financial first reported a position in CRISPR Therapeutics in Q2 2018 and held it in 23 quarters.
Lee Financial's CRISPR Therapeutics position peaked at $65K in Q3 2020.
484 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.