Wealthcare Advisory Partners’s CRISPR Therapeutics CRSP Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-4,200	Closed	-$286K	–	830
2024 Q1	$286K	Buy	4,200 +300	+8%	+$21.5K	0.01%	686
2023 Q4	$244K	Buy	+3,900	New	+$216K	0.01%	662
2023 Q3	–	Sell	-3,900	Closed	-$219K	–	704
2023 Q2	$219K	Buy	+3,900	New	+$221K	0.01%	648
2021 Q4	–	Sell	-2,200	Closed	-$246K	–	585
2021 Q3	$246K	Buy	2,200 +200	+10%	+$25.1K	0.02%	467
2021 Q2	$324K	Buy	2,000 +780	+64%	+$94.9K	0.02%	406
2021 Q1	$149K	Buy	+1,220	New	+$184K	0.01%	553
2020 Q2	–	Sell	-545	Closed	-$23K	–	512
2020 Q1	$23K	Buy	545 +350	+179%	+$18.1K	﹤0.01%	693
2019 Q4	$12K	Hold	195	–	–	﹤0.01%	885
2019 Q3	$8K	Buy	195 +40	+26%	+$1.91K	﹤0.01%	964
2019 Q2	$7K	Hold	155	–	–	﹤0.01%	980
2019 Q1	$6K	Hold	155	–	–	﹤0.01%	914
2018 Q4	$4K	Hold	155	–	–	﹤0.01%	966
2018 Q3	$7K	Sell	155 -16	-9%	-$838	﹤0.01%	925
2018 Q2	$10K	Buy	171 +155	+969%	+$8.83K	﹤0.01%	830
2018 Q1	$1K	Buy	+16	New	+$660	﹤0.01%	1002

Other funds holding CRSP

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Wealthcare Advisory Partners's CRSP Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of CRISPR Therapeutics (CRSP) in Q2 2024, closing a stake of 4,200 shares — an estimated $286K sold.

Wealthcare Advisory Partners first reported a position in CRSP in Q1 2018 and held it in 15 quarters. The position peaked at $324K in Q2 2021. 449 funds tracked by Wall St. Rank hold CRSP as of Q2 2024.

Wealthcare Advisory Partners reported no remaining CRISPR Therapeutics position as of Q2 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,200 CRISPR Therapeutics shares in Q2 2024, an estimated $286K.
Wealthcare Advisory Partners first reported a position in CRISPR Therapeutics in Q1 2018 and held it in 15 quarters.
Wealthcare Advisory Partners's CRISPR Therapeutics position peaked at $324K in Q2 2021.
449 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.