Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s CRISPR Therapeutics CRSP Stock Holding History

Legacy Financial Group (Iowa)’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
-184
Closed -$8.35K – 127
2023
Q3 		$8.35K Buy
+184
New +$9.5K ﹤0.01% 346

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Legacy Financial Group (Iowa)'s CRSP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of CRISPR Therapeutics (CRSP) in Q4 2023, closing a stake of 184 shares — an estimated $8.35K sold.

Legacy Financial Group (Iowa) first reported a position in CRSP in Q3 2023 and held it in 1 quarter. The position peaked at $8.35K in Q3 2023. 472 funds tracked by Wall St. Rank hold CRSP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining CRISPR Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 184 CRISPR Therapeutics shares in Q4 2023, an estimated $8.35K.
  • Legacy Financial Group (Iowa) first reported a position in CRISPR Therapeutics in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s CRISPR Therapeutics position peaked at $8.35K in Q3 2023.
  • 472 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.