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WealthPLAN Partners’s CRISPR Therapeutics CRSP Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-5
Closed -$281 – 468
2023
Q2 		$281 Hold
5
– – ﹤0.01% 1202
2023
Q1 		$226 Sell
5
-7,922
-100% -$385K ﹤0.01% 1275
2022
Q4 		$403K Buy
+7,927
New +$421K 0.03% 280
2022
Q1 		$382K Buy
+7,699
New +$483K 0.03% 280

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WealthPLAN Partners's CRSP Position: Q3 2023 in Review

WealthPLAN Partners sold out of CRISPR Therapeutics (CRSP) in Q3 2023, closing a stake of 5 shares — an estimated $281 sold.

WealthPLAN Partners first reported a position in CRSP in Q1 2022 and held it in 4 quarters. The position peaked at $403K in Q4 2022. 405 funds tracked by Wall St. Rank hold CRSP as of Q3 2023.

  • WealthPLAN Partners reported no remaining CRISPR Therapeutics position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 5 CRISPR Therapeutics shares in Q3 2023, an estimated $281.
  • WealthPLAN Partners first reported a position in CRISPR Therapeutics in Q1 2022 and held it in 4 quarters.
  • WealthPLAN Partners's CRISPR Therapeutics position peaked at $403K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.