Phoenix Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Phoenix Wealth 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	-5,826	Closed	-$385K	–	117
2023 Q4	$385K	Sell	5,826 -111	-2%	-$6.14K	0.27%	70
2023 Q3	$269K	Sell	5,937 -41	-0.7%	-$2.12K	0.16%	95
2023 Q2	$336K	Sell	5,978 -288	-5%	-$16.3K	0.2%	76
2023 Q1	$283K	Sell	6,266 -98	-2%	-$4.76K	0.18%	82
2022 Q4	$259K	Sell	6,364 -989	-13%	-$52.5K	0.16%	90
2022 Q3	$481K	Sell	7,353 -397	-5%	-$28.8K	0.48%	47
2022 Q2	$471K	Buy	+7,750	New	+$456K	0.46%	48
2022 Q1	–	Sell	-6,619	Closed	-$502K	–	102
2021 Q4	$502K	Buy	6,619 +1,368	+26%	+$120K	0.38%	63
2021 Q3	$588K	Buy	5,251 +178	+4%	+$22.4K	0.44%	59
2021 Q2	$751K	Sell	5,073 -2,486	-33%	-$302K	0.54%	53
2021 Q1	$903K	Sell	7,559 -3,647	-33%	-$551K	0.7%	39
2020 Q4	$1.72M	Buy	+11,206	New	+$1.32M	1.3%	29

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Phoenix Wealth Advisors's CRSP Position: Q1 2024 in Review

Phoenix Wealth Advisors sold out of CRISPR Therapeutics (CRSP) in Q1 2024, closing a stake of 5,826 shares — an estimated $385K sold.

Phoenix Wealth Advisors first reported a position in CRSP in Q4 2020 and held it in 12 quarters. The position peaked at $1.72M in Q4 2020. 484 funds tracked by Wall St. Rank hold CRSP as of Q1 2024.

Phoenix Wealth Advisors reported no remaining CRISPR Therapeutics position as of Q1 2024 after selling out during the quarter.
Phoenix Wealth Advisors sold 5,826 CRISPR Therapeutics shares in Q1 2024, an estimated $385K.
Phoenix Wealth Advisors first reported a position in CRISPR Therapeutics in Q4 2020 and held it in 12 quarters.
Phoenix Wealth Advisors's CRISPR Therapeutics position peaked at $1.72M in Q4 2020.
484 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.