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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
2021
Q4 		– Sell
-1,500
Closed -$168K – 2332
2021
Q3 		$168K Hold
1,500
– – 0.03% 207
2021
Q2 		$243K Buy
1,500
+1,000
+200% +$122K 0.04% 164
2021
Q1 		$61K Sell
500
-1,500
-75% -$226K 0.03% 316
2020
Q4 		$306K Buy
+2,000
New +$236K 0.14% 129

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
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.