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McGlone Suttner Wealth Management’s Caribou Biosciences CRBU Stock Holding History

McGlone Suttner Wealth Management’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed -$29 – 294
2023
Q4 		$29 Buy
+5
New +$25 ﹤0.01% 805

Other funds holding CRBU

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PHS
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

McGlone Suttner Wealth Management's CRBU Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Caribou Biosciences (CRBU) in Q1 2024, closing a stake of 5 shares — an estimated $29 sold.

McGlone Suttner Wealth Management first reported a position in CRBU in Q4 2023 and held it in 1 quarter. The position peaked at $29 in Q4 2023. 151 funds tracked by Wall St. Rank hold CRBU as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Caribou Biosciences position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 5 Caribou Biosciences shares in Q1 2024, an estimated $29.
  • McGlone Suttner Wealth Management first reported a position in Caribou Biosciences in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Caribou Biosciences position peaked at $29 in Q4 2023.
  • 151 funds tracked by Wall St. Rank held Caribou Biosciences as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.