U.S. Capital Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History

U.S. Capital 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 Q1	–	Sell	-22,066	Closed	-$897K	–	819
2022 Q4	$897K	Sell	22,066 -90	-0.4%	-$4.77K	0.04%	347
2022 Q3	$1.45M	Sell	22,156 -415	-2%	-$30.1K	0.07%	257
2022 Q2	$1.37M	Sell	22,571 -300	-1%	-$17.6K	0.06%	291
2022 Q1	$1.44M	Buy	22,871 +7,407	+48%	+$465K	0.05%	328
2021 Q4	$1.17M	Buy	15,464 +5,479	+55%	+$479K	0.05%	367
2021 Q3	$1.12M	Buy	+9,985	New	+$1.25M	0.05%	365

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

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

U.S. Capital Wealth Advisors's CRSP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of CRISPR Therapeutics (CRSP) in Q1 2023, closing a stake of 22,066 shares — an estimated $897K sold.

U.S. Capital Wealth Advisors first reported a position in CRSP in Q3 2021 and held it in 6 quarters. The position peaked at $1.45M in Q3 2022. 381 funds tracked by Wall St. Rank hold CRSP as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining CRISPR Therapeutics position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 22,066 CRISPR Therapeutics shares in Q1 2023, an estimated $897K.
U.S. Capital Wealth Advisors first reported a position in CRISPR Therapeutics in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's CRISPR Therapeutics position peaked at $1.45M in Q3 2022.
381 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.