Sugarloaf Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Sugarloaf 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
2022 Q4	–	Sell	-10	Closed	-$1K	–	804
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	755
2022 Q2	$21K	Hold	10	–	–	0.01%	406
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	672
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	703
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	713
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	672
2021 Q1	$1	Hold	10	–	–	﹤0.01%	702
2020 Q4	$2K	Buy	+10	New	+$1.18K	﹤0.01%	629

Other funds holding CRSP

AIM

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Sugarloaf Wealth Management's CRSP Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in CRSP in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q2 2022. 398 funds tracked by Wall St. Rank hold CRSP as of Q4 2022.

Sugarloaf Wealth Management reported no remaining CRISPR Therapeutics position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 10 CRISPR Therapeutics shares in Q4 2022, an estimated $1K.
Sugarloaf Wealth Management first reported a position in CRISPR Therapeutics in Q4 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's CRISPR Therapeutics position peaked at $21K in Q2 2022.
398 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.