WealthPlan Investment Management’s CRISPR Therapeutics CRSP Stock Holding History

WealthPlan Investment 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 Q3	–	Sell	-8,009	Closed	-$433K	–	250
2024 Q2	$433K	Sell	8,009 -1,372	-15%	-$79.4K	0.07%	126
2024 Q1	$639K	Sell	9,381 -282	-3%	-$20.2K	0.1%	111
2023 Q4	$605K	Buy	9,663 +288	+3%	+$15.9K	0.1%	114
2023 Q3	$426K	Buy	9,375 +8,658	+1,208%	+$447K	0.08%	121
2023 Q2	$40.3K	Sell	717 -8,133	-92%	-$461K	0.01%	207
2023 Q1	$400K	Buy	8,850 +1,301	+17%	+$63.2K	0.07%	128
2022 Q4	$389K	Buy	7,549 +109	+1%	+$5.78K	0.03%	283
2022 Q3	$377K	Buy	+7,440	New	+$539K	0.03%	275
2022 Q1	$382K	Buy	+7,699	New	+$483K	0.03%	280

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

WealthPlan Investment Management's CRSP Position: Q3 2024 in Review

WealthPlan Investment Management sold out of CRISPR Therapeutics (CRSP) in Q3 2024, closing a stake of 8,009 shares — an estimated $433K sold.

WealthPlan Investment Management first reported a position in CRSP in Q1 2022 and held it in 9 quarters. The position peaked at $639K in Q1 2024. 416 funds tracked by Wall St. Rank hold CRSP as of Q3 2024.

WealthPlan Investment Management reported no remaining CRISPR Therapeutics position as of Q3 2024 after selling out during the quarter.
WealthPlan Investment Management sold 8,009 CRISPR Therapeutics shares in Q3 2024, an estimated $433K.
WealthPlan Investment Management first reported a position in CRISPR Therapeutics in Q1 2022 and held it in 9 quarters.
WealthPlan Investment Management's CRISPR Therapeutics position peaked at $639K in Q1 2024.
416 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.