Optimum Investment Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Optimum Investment 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	-200	Closed	-$7.87K	–	640
2024 Q4	$7.87K	Hold	200	–	–	﹤0.01%	529
2024 Q3	$9.4K	Hold	200	–	–	﹤0.01%	533
2024 Q2	$10.8K	Hold	200	–	–	﹤0.01%	512
2024 Q1	$13.6K	Hold	200	–	–	0.01%	495
2023 Q4	$12.5K	Hold	200	–	–	0.01%	495
2023 Q3	$9.08K	Buy	200 +100	+100%	+$5.17K	﹤0.01%	554
2023 Q2	$5.61K	Hold	100	–	–	﹤0.01%	602
2023 Q1	$4.52K	Hold	100	–	–	﹤0.01%	632
2022 Q4	$4.07K	Hold	100	–	–	﹤0.01%	642
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	613
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	648
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	703
2021 Q4	$8K	Sell	100 -100	-50%	-$8.74K	﹤0.01%	691
2021 Q3	$22K	Sell	200 -100	-33%	-$12.6K	0.01%	585
2021 Q2	$49K	Hold	300	–	–	0.02%	514
2021 Q1	$37K	Hold	300	–	–	0.01%	560
2020 Q4	$46K	Hold	300	–	–	0.01%	489
2020 Q3	$25K	Hold	300	–	–	0.01%	564
2020 Q2	$22K	Hold	300	–	–	0.01%	589
2020 Q1	$13K	Hold	300	–	–	0.01%	643
2019 Q4	$18K	Buy	300 +245	+445%	+$13.4K	0.01%	688
2019 Q3	$2K	Buy	+55	New	+$2.63K	﹤0.01%	934

Other funds holding CRSP

AIM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Optimum Investment Advisors's CRSP Position: Q1 2025 in Review

Optimum Investment Advisors sold out of CRISPR Therapeutics (CRSP) in Q1 2025, closing a stake of 200 shares — an estimated $7.87K sold.

Optimum Investment Advisors first reported a position in CRSP in Q3 2019 and held it in 22 quarters. The position peaked at $49K in Q2 2021. 396 funds tracked by Wall St. Rank hold CRSP as of Q1 2025.

Optimum Investment Advisors reported no remaining CRISPR Therapeutics position as of Q1 2025 after selling out during the quarter.
Optimum Investment Advisors sold 200 CRISPR Therapeutics shares in Q1 2025, an estimated $7.87K.
Optimum Investment Advisors first reported a position in CRISPR Therapeutics in Q3 2019 and held it in 22 quarters.
Optimum Investment Advisors's CRISPR Therapeutics position peaked at $49K in Q2 2021.
396 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2025.

Based on Optimum Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.