Sequoia Financial Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Sequoia Financial 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 Q4	–	Sell	-4,795	Closed	-$225K	–	1369
2024 Q3	$225K	Sell	4,795 -5,282	-52%	-$268K	﹤0.01%	1118
2024 Q2	$544K	Sell	10,077 -20	-0.2%	-$1.16K	0.01%	664
2024 Q1	$688K	Sell	10,097 -11,843	-54%	-$848K	0.01%	585
2023 Q4	$1.37M	Buy	21,940 +14,735	+205%	+$815K	0.02%	440
2023 Q3	$327K	Hold	7,205	–	–	0.01%	656
2023 Q2	$404K	Buy	+7,205	New	+$409K	0.01%	596

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

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

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

Sequoia Financial Advisors's CRSP Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of CRISPR Therapeutics (CRSP) in Q4 2024, closing a stake of 4,795 shares — an estimated $225K sold.

Sequoia Financial Advisors first reported a position in CRSP in Q2 2023 and held it in 6 quarters. The position peaked at $1.37M in Q4 2023. 404 funds tracked by Wall St. Rank hold CRSP as of Q4 2024.

Sequoia Financial Advisors reported no remaining CRISPR Therapeutics position as of Q4 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 4,795 CRISPR Therapeutics shares in Q4 2024, an estimated $225K.
Sequoia Financial Advisors first reported a position in CRISPR Therapeutics in Q2 2023 and held it in 6 quarters.
Sequoia Financial Advisors's CRISPR Therapeutics position peaked at $1.37M in Q4 2023.
404 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.