Tradition Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Tradition 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 Q1	–	Sell	-260	Closed	-$16K	–	550
2023 Q4	$16K	Hold	260	–	–	﹤0.01%	893
2023 Q3	$12K	Hold	260	–	–	﹤0.01%	966
2023 Q2	$15K	Hold	260	–	–	﹤0.01%	939
2023 Q1	$12K	Buy	260 +100	+63%	+$4.86K	﹤0.01%	957
2022 Q4	$7K	Hold	160	–	–	﹤0.01%	968
2022 Q3	$10K	Hold	160	–	–	﹤0.01%	927
2022 Q2	$10K	Hold	160	–	–	﹤0.01%	820
2022 Q1	$10K	Hold	160	–	–	﹤0.01%	895
2021 Q4	$12K	Sell	160 -100	-38%	-$8.74K	﹤0.01%	861
2021 Q3	$29K	Buy	260 +100	+63%	+$12.6K	﹤0.01%	644
2021 Q2	$26K	Buy	+160	New	+$19.5K	﹤0.01%	691

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 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

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

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

Tradition Wealth Management's CRSP Position: Q1 2024 in Review

Tradition Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q1 2024, closing a stake of 260 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in CRSP in Q2 2021 and held it in 11 quarters. The position peaked at $29K in Q3 2021. 484 funds tracked by Wall St. Rank hold CRSP as of Q1 2024.

Tradition Wealth Management reported no remaining CRISPR Therapeutics position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 260 CRISPR Therapeutics shares in Q1 2024, an estimated $16K.
Tradition Wealth Management first reported a position in CRISPR Therapeutics in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's CRISPR Therapeutics position peaked at $29K in Q3 2021.
484 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.