Skip to main content

Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

CRSP holding history

CRISPR Therapeutics AG in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRSP overviewAll 13F holders of CRSPFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of CRSP by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−5,826−100.0%Sold outHolders
Q4 20235,826$384.9K0.3%−111−1.9%ReducedHolders
Q3 20235,937$269.5K0.2%−41−0.7%ReducedHolders
Q2 20235,978$335.6K0.2%−288−4.6%ReducedHolders
Q1 20236,266$283.4K0.2%−98−1.5%ReducedHolders
Q4 20226,364$258.7K0.2%−989−13.5%ReducedHolders
Q3 20227,353$481.0K0.5%−397−5.1%ReducedHolders
Q2 20227,750$471.0K0.5%+7,750NewHolders
Q1 20220$00.0%−6,619−100.0%Sold outHolders
Q4 20216,619$502.0K0.4%+1,368+26.1%AddedHolders
Q3 20215,251$588.0K0.4%+178+3.5%AddedHolders
Q2 20215,073$751.0K0.5%−2,486−32.9%ReducedHolders
Q1 20217,559$903.0K0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.