Lenox Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Lenox 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
2020 Q2	$286K	Buy	3,898 +1,700	+77%	+$99.4K	0.09%	124
2020 Q1	$93K	Hold	2,198	–	–	0.03%	200
2019 Q4	$134K	Hold	2,198	–	–	0.04%	188
2019 Q3	$90K	Hold	2,198	–	–	0.03%	217
2019 Q2	$103K	Hold	2,198	–	–	0.03%	187
2019 Q1	$79K	Buy	2,198 +2,078	+1,732%	+$71.8K	0.02%	204
2018 Q4	$11K	Sell	120 -216	-64%	-$7.51K	﹤0.01%	373
2018 Q3	$23K	Buy	+336	New	+$17.6K	0.01%	305

Other funds holding CRSP

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

NAMA

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lenox Wealth Management's CRSP Position: Q2 2020 in Review

Lenox Wealth Management increased its CRISPR Therapeutics (CRSP) stake by 77% in Q2 2020, buying an estimated $99.4K and bringing the position to 3,898 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #124.

Lenox Wealth Management first reported a position in CRSP in Q3 2018 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold CRSP as of Q2 2020.

Lenox Wealth Management held 3,898 shares of CRISPR Therapeutics worth $286K as of Q2 2020.
Lenox Wealth Management bought 1,700 CRISPR Therapeutics shares in Q2 2020, an estimated $99.4K.
CRISPR Therapeutics made up 0.09% of Lenox Wealth Management's portfolio in Q2 2020, its #124 holding.
Lenox Wealth Management first reported a position in CRISPR Therapeutics in Q3 2018 and has held it in 8 quarters since.
276 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.