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Venturi Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Venturi 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
Q4 		– Sell
-1,700
Closed -$79.9K – 1952
2024
Q3 		$79.9K Sell
1,700
-700
-29% -$35.5K ﹤0.01% 627
2024
Q2 		$130K Hold
2,400
– – 0.01% 466
2024
Q1 		$164K Sell
2,400
-26
-1% -$1.86K 0.01% 370
2023
Q4 		$152K Buy
2,426
+26
+1% +$1.44K 0.01% 373
2023
Q3 		$109K Buy
2,400
+117
+5% +$6.04K 0.01% 395
2023
Q2 		$128K Buy
2,283
+200
+10% +$11.3K 0.01% 351
2023
Q1 		$94.2K Buy
+2,083
New +$101K 0.01% 412

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Venturi Wealth Management's CRSP Position: Q4 2024 in Review

Venturi Wealth Management sold out of CRISPR Therapeutics (CRSP) in Q4 2024, closing a stake of 1,700 shares — an estimated $79.9K sold.

Venturi Wealth Management first reported a position in CRSP in Q1 2023 and held it in 7 quarters. The position peaked at $164K in Q1 2024. 404 funds tracked by Wall St. Rank hold CRSP as of Q4 2024.

  • Venturi Wealth Management reported no remaining CRISPR Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 1,700 CRISPR Therapeutics shares in Q4 2024, an estimated $79.9K.
  • Venturi Wealth Management first reported a position in CRISPR Therapeutics in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's CRISPR Therapeutics position peaked at $164K in Q1 2024.
  • 404 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.