Wagner Wealth Management (South Carolina)’s CRISPR Therapeutics CRSP Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-150	Closed	-$10K	–	331
2022 Q3	$10K	Hold	150	–	–	0.01%	422
2022 Q2	$9K	Buy	+150	New	+$8.82K	0.01%	450
2022 Q1	–	Sell	-650	Closed	-$49K	–	300
2021 Q4	$49K	Hold	650	–	–	0.04%	257
2021 Q3	$59K	Buy	650 +150	+30%	+$18.8K	0.05%	223
2021 Q2	$81K	Buy	+500	New	+$60.8K	0.06%	206

Other funds holding CRSP

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

Wagner Wealth Management (South Carolina)'s CRSP Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of CRISPR Therapeutics (CRSP) in Q4 2022, closing a stake of 150 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in CRSP in Q2 2021 and held it in 5 quarters. The position peaked at $81K in Q2 2021. 398 funds tracked by Wall St. Rank hold CRSP as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining CRISPR Therapeutics position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 150 CRISPR Therapeutics shares in Q4 2022, an estimated $10K.
Wagner Wealth Management (South Carolina) first reported a position in CRISPR Therapeutics in Q2 2021 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s CRISPR Therapeutics position peaked at $81K in Q2 2021.
398 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.