AG
CARM

Advisor Group’s Carisma Therapeutics CARM Stock Holding History

Advisor Group’s Portfolio CARM Stock Details CARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Buy
193
+93
+93% +$2.14K ﹤0.01% 4734
2019
Q3 		$2K Sell
100
-420
-81% -$9.83K ﹤0.01% 4947
2019
Q2 		$16K Buy
520
+420
+420% +$12.6K ﹤0.01% 4098
2019
Q1 		$2K Hold
100
– – ﹤0.01% 4937
2018
Q4 		$3K Hold
100
– – ﹤0.01% 4693
2018
Q3 		$4K Buy
100
+42
+72% +$1.64K ﹤0.01% 4646
2018
Q2 		$2K Buy
+58
New +$2.56K ﹤0.01% 4648
2017
Q4 		– Sell
-65
Closed -$2K – 4961
2017
Q3 		$2K Hold
65
– – ﹤0.01% 4525
2017
Q2 		$2K Buy
65
+25
+63% +$834 ﹤0.01% 4499
2017
Q1 		$2K Buy
+40
New +$1.67K ﹤0.01% 4366
2016
Q4 		– Sell
-13
Closed -$1K – 4507
2016
Q3 		$1K Hold
13
– – ﹤0.01% 4280
2016
Q2 		$0 Buy
+13
New +$329 ﹤0.01% 4400

Other funds holding CARM

TG
TRV GP Boston, Massachusetts $18.9M AUM 541.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Advisor Group's CARM Position: Q4 2019 in Review

Advisor Group increased its Carisma Therapeutics (CARM) stake by 93% in Q4 2019, buying an estimated $2.14K and bringing the position to 193 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4734.

Advisor Group first reported a position in CARM in Q2 2016 and has held it in 12 quarters since. The position peaked at $16K in Q2 2019. 46 funds tracked by Wall St. Rank hold CARM as of Q4 2019.

  • Advisor Group held 193 shares of Carisma Therapeutics worth $4K as of Q4 2019.
  • Advisor Group bought 93 Carisma Therapeutics shares in Q4 2019, an estimated $2.14K.
  • Carisma Therapeutics made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4734 holding.
  • Advisor Group first reported a position in Carisma Therapeutics in Q2 2016 and has held it in 12 quarters since.
  • Advisor Group's Carisma Therapeutics position peaked at $16K in Q2 2019.
  • 46 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.