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Loring Wolcott & Coolidge Fiduciary Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q1 		– Sell
-990
Closed -$41.4K – 563
2024
Q4 		$41.4K Hold
990
– – ﹤0.01% 410
2024
Q3 		$47.5K Hold
990
– – ﹤0.01% 388
2024
Q2 		$62.1K Sell
990
-45
-4% -$2.6K ﹤0.01% 373
2024
Q1 		$57.6K Hold
1,035
– – ﹤0.01% 382
2023
Q4 		$65.2K Hold
1,035
– – ﹤0.01% 381
2023
Q3 		$47.8K Buy
1,035
+600
+138% +$31K ﹤0.01% 424
2023
Q2 		$24.4K Sell
435
-200
-31% -$11.3K ﹤0.01% 486
2023
Q1 		$28.7K Hold
635
– – ﹤0.01% 451
2022
Q4 		$25.8K Hold
635
– – ﹤0.01% 448
2022
Q3 		$41K Hold
635
– – ﹤0.01% 437
2022
Q2 		$39K Buy
635
+390
+159% +$22.9K ﹤0.01% 458
2022
Q1 		$15K Hold
245
– – ﹤0.01% 530
2021
Q4 		$19K Buy
245
+200
+444% +$17.5K ﹤0.01% 538
2021
Q3 		$5K Hold
45
– – ﹤0.01% 654
2021
Q2 		$7K Buy
+45
New +$5.47K ﹤0.01% 692
2021
Q1 		– Sell
-5
Closed – – 392
2020
Q4 		$0 Buy
+5
New +$591 ﹤0.01% 776
2019
Q1 		– Sell
-600
Closed -$17K – 708
2018
Q4 		$17K Hold
600
– – ﹤0.01% 535
2018
Q3 		$27K Hold
600
– – ﹤0.01% 471
2018
Q2 		$35K Hold
600
– – ﹤0.01% 463
2018
Q1 		$27K Hold
600
– – ﹤0.01% 502
2017
Q4 		$14K Hold
600
– – ﹤0.01% 541
2017
Q3 		$11K Hold
600
– – ﹤0.01% 552
2017
Q2 		$10K Hold
600
– – ﹤0.01% 546
2017
Q1 		$13K Hold
600
– – ﹤0.01% 529
2016
Q4 		$12K Buy
+600
New +$11.2K ﹤0.01% 515

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CRSP Position: Q1 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CRISPR Therapeutics (CRSP) in Q1 2025, closing a stake of 990 shares — an estimated $41.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CRSP in Q4 2016 and held it in 25 quarters. The position peaked at $65.2K in Q4 2023. 396 funds tracked by Wall St. Rank hold CRSP as of Q1 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CRISPR Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 990 CRISPR Therapeutics shares in Q1 2025, an estimated $41.4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CRISPR Therapeutics in Q4 2016 and held it in 25 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CRISPR Therapeutics position peaked at $65.2K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.