AE Wealth Management’s Carisma Therapeutics CARM Stock Holding History

AE Wealth Management’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
2020 Q2	–	Sell	-500	Closed	-$6K	–	1269
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	1098
2019 Q4	$10K	Hold	500	–	–	﹤0.01%	1119
2019 Q3	$12K	Hold	500	–	–	﹤0.01%	982
2019 Q2	$15K	Hold	500	–	–	﹤0.01%	953
2019 Q1	$10K	Buy	+500	New	+$8.63K	﹤0.01%	633

Other funds holding CARM

TRV GP Boston, Massachusetts $18.9M AUM 541.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

AE Wealth Management's CARM Position: Q2 2020 in Review

AE Wealth Management sold out of Carisma Therapeutics (CARM) in Q2 2020, closing a stake of 500 shares — an estimated $6K sold.

AE Wealth Management first reported a position in CARM in Q1 2019 and held it in 5 quarters. The position peaked at $15K in Q2 2019. 40 funds tracked by Wall St. Rank hold CARM as of Q2 2020.

AE Wealth Management reported no remaining Carisma Therapeutics position as of Q2 2020 after selling out during the quarter.
AE Wealth Management sold 500 Carisma Therapeutics shares in Q2 2020, an estimated $6K.
AE Wealth Management first reported a position in Carisma Therapeutics in Q1 2019 and held it in 5 quarters.
AE Wealth Management's Carisma Therapeutics position peaked at $15K in Q2 2019.
40 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q2 2020.

Based on AE Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.