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Mark Sheptoff Financial Planning’s CRISPR Therapeutics CRSP Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-300
Closed -$20.4K – 436
2024
Q1 		$20.4K Buy
+300
New +$21.5K 0.01% 235

Other funds holding CRSP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRSP Position: Q2 2024 in Review

Mark Sheptoff Financial Planning sold out of CRISPR Therapeutics (CRSP) in Q2 2024, closing a stake of 300 shares — an estimated $20.4K sold.

Mark Sheptoff Financial Planning first reported a position in CRSP in Q1 2024 and held it in 1 quarter. The position peaked at $20.4K in Q1 2024. 449 funds tracked by Wall St. Rank hold CRSP as of Q2 2024.

  • Mark Sheptoff Financial Planning reported no remaining CRISPR Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 CRISPR Therapeutics shares in Q2 2024, an estimated $20.4K.
  • Mark Sheptoff Financial Planning first reported a position in CRISPR Therapeutics in Q1 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's CRISPR Therapeutics position peaked at $20.4K in Q1 2024.
  • 449 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2024, filed 12 Aug 2024.