AJ Wealth Strategies’s Carisma Therapeutics CARM Stock Holding History

AJ Wealth Strategies’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
2023 Q1	–	Sell	-3,968	Closed	-$48K	–	291
2022 Q4	$48K	Sell	3,968 -105	-3%	-$1.1K	﹤0.01%	291
2022 Q3	$35K	Hold	4,073	–	–	﹤0.01%	299
2022 Q2	$66K	Buy	4,073 +105	+3%	+$1.2K	﹤0.01%	298
2022 Q1	$48K	Hold	3,968	–	–	﹤0.01%	317
2021 Q4	$65K	Hold	3,968	–	–	﹤0.01%	305
2021 Q3	$63K	Hold	3,968	–	–	﹤0.01%	293
2021 Q2	$367K	Hold	3,968	–	–	0.02%	210
2021 Q1	$206K	Hold	3,968	–	–	0.01%	246
2020 Q4	$107K	Hold	3,968	–	–	0.01%	233
2020 Q3	$111K	Hold	3,968	–	–	0.01%	214
2020 Q2	$57K	Buy	+3,968	New	+$53.5K	0.01%	203
2018 Q3	–	Sell	-10,251	Closed	-$400K	–	108
2018 Q2	$400K	Buy	10,251 +8,268	+417%	+$364K	0.08%	67
2018 Q1	$42K	Buy	+1,983	New	+$38.1K	0.01%	87

Other funds holding CARM

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

BCM

BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

DCM

Deuterium Capital Management Clearwater, Florida $86M AUM 87.31% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AJ Wealth Strategies's CARM Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 3,968 shares — an estimated $48K sold.

AJ Wealth Strategies first reported a position in CARM in Q1 2018 and held it in 13 quarters. The position peaked at $400K in Q2 2018. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

AJ Wealth Strategies reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
AJ Wealth Strategies sold 3,968 Carisma Therapeutics shares in Q1 2023, an estimated $48K.
AJ Wealth Strategies first reported a position in Carisma Therapeutics in Q1 2018 and held it in 13 quarters.
AJ Wealth Strategies's Carisma Therapeutics position peaked at $400K in Q2 2018.
37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.