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Physician Wealth Advisors’s Caribou Biosciences CRBU Stock Holding History

Physician Wealth Advisors’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
2025
Q2 		– Sell
-962
Closed -$879 – 1850
2025
Q1 		$879 Buy
+962
New +$1.25K ﹤0.01% 1176

Other funds holding CRBU

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Physician Wealth Advisors's CRBU Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Caribou Biosciences (CRBU) in Q2 2025, closing a stake of 962 shares — an estimated $879 sold.

Physician Wealth Advisors first reported a position in CRBU in Q1 2025 and held it in 1 quarter. The position peaked at $879 in Q1 2025. 129 funds tracked by Wall St. Rank hold CRBU as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Caribou Biosciences position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 962 Caribou Biosciences shares in Q2 2025, an estimated $879.
  • Physician Wealth Advisors first reported a position in Caribou Biosciences in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Caribou Biosciences position peaked at $879 in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.