TCI Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History

TCI 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
2023 Q2	–	Sell	-100	Closed	-$4.52K	–	661
2023 Q1	$4.52K	Buy	+100	New	+$4.86K	﹤0.01%	1598
2022 Q2	–	Sell	-8	Closed	-$1K	–	2314
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	2082
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	2174
2021 Q3	$1K	Sell	8 -12	-60%	-$1.51K	﹤0.01%	2244
2021 Q2	$3K	Buy	+20	New	+$2.43K	﹤0.01%	1721
2021 Q1	–	Sell	-15	Closed	-$2.27K	–	2176
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	1197
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	1297
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	1228
2020 Q1	$1K	Buy	15 +10	+200%	+$516	﹤0.01%	1216
2019 Q4	$0	Hold	5	–	–	﹤0.01%	1557
2019 Q3	$0	Hold	5	–	–	﹤0.01%	1511
2019 Q2	$0	Buy	+5	New	+$200	﹤0.01%	1438

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

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 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

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

TCI Wealth Advisors's CRSP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CRISPR Therapeutics (CRSP) in Q2 2023, closing a stake of 100 shares — an estimated $4.52K sold.

TCI Wealth Advisors first reported a position in CRSP in Q2 2019 and held it in 12 quarters. The position peaked at $4.52K in Q1 2023. 418 funds tracked by Wall St. Rank hold CRSP as of Q2 2023.

TCI Wealth Advisors reported no remaining CRISPR Therapeutics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 100 CRISPR Therapeutics shares in Q2 2023, an estimated $4.52K.
TCI Wealth Advisors first reported a position in CRISPR Therapeutics in Q2 2019 and held it in 12 quarters.
TCI Wealth Advisors's CRISPR Therapeutics position peaked at $4.52K in Q1 2023.
418 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.