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SFG Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

SFG Wealth Management’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
Q2 		– Sell
-2,972
Closed -$203K – 92
2024
Q1 		$203K Buy
+2,972
New +$213K 0.12% 92

Other funds holding CRSP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

SFG Wealth Management's CRSP Position: Q2 2024 in Review

SFG Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q2 2024, closing a stake of 2,972 shares — an estimated $203K sold.

SFG Wealth Management first reported a position in CRSP in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 449 funds tracked by Wall St. Rank hold CRSP as of Q2 2024.

  • SFG Wealth Management reported no remaining CRISPR Therapeutics position as of Q2 2024 after selling out during the quarter.
  • SFG Wealth Management sold 2,972 CRISPR Therapeutics shares in Q2 2024, an estimated $203K.
  • SFG Wealth Management first reported a position in CRISPR Therapeutics in Q1 2024 and held it in 1 quarter.
  • SFG Wealth Management's CRISPR Therapeutics position peaked at $203K in Q1 2024.
  • 449 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2024.

Based on SFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.