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Level Financial Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Level Financial 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
Q1 		– Sell
-28
Closed -$1.75K – 114
2023
Q4 		$1.75K Buy
+28
New +$1.55K ﹤0.01% 246
2023
Q3 		– Sell
-47
Closed -$2.64K – 290
2023
Q2 		$2.64K Hold
47
– – ﹤0.01% 242
2023
Q1 		$2.13K Hold
47
– – ﹤0.01% 210
2022
Q4 		$2K Hold
47
– – ﹤0.01% 217
2022
Q3 		$3K Hold
47
– – ﹤0.01% 208
2022
Q2 		$3K Hold
47
– – ﹤0.01% 232
2022
Q1 		$3K Buy
+47
New +$2.95K ﹤0.01% 195

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Investment Management
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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Level Financial Advisors's CRSP Position: Q1 2024 in Review

Level Financial Advisors sold out of CRISPR Therapeutics (CRSP) in Q1 2024, closing a stake of 28 shares — an estimated $1.75K sold.

Level Financial Advisors first reported a position in CRSP in Q1 2022 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 484 funds tracked by Wall St. Rank hold CRSP as of Q1 2024.

  • Level Financial Advisors reported no remaining CRISPR Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 28 CRISPR Therapeutics shares in Q1 2024, an estimated $1.75K.
  • Level Financial Advisors first reported a position in CRISPR Therapeutics in Q1 2022 and held it in 7 quarters.
  • Level Financial Advisors's CRISPR Therapeutics position peaked at $3K in Q3 2022.
  • 484 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.