AF
CARM

Allworth Financial’s Carisma Therapeutics CARM Stock Holding History

Allworth Financial’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
2022
Q4 		– Sell
-280
Closed -$2K – 3031
2022
Q3 		$2K Hold
280
– – ﹤0.01% 2117
2022
Q2 		$5K Hold
280
– – ﹤0.01% 1737
2022
Q1 		$3K Hold
280
– – ﹤0.01% 1702
2021
Q4 		$5K Hold
280
– – ﹤0.01% 1541
2021
Q3 		$4K Buy
+280
New +$13.4K ﹤0.01% 1553

Other funds holding CARM

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Blodgett Wealth Advisors Concord, California $126M AUM 27.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's CARM Position: Q4 2022 in Review

Allworth Financial sold out of Carisma Therapeutics (CARM) in Q4 2022, closing a stake of 280 shares — an estimated $2K sold.

Allworth Financial first reported a position in CARM in Q3 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 70 funds tracked by Wall St. Rank hold CARM as of Q4 2022.

  • Allworth Financial reported no remaining Carisma Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Allworth Financial sold 280 Carisma Therapeutics shares in Q4 2022, an estimated $2K.
  • Allworth Financial first reported a position in Carisma Therapeutics in Q3 2021 and held it in 5 quarters.
  • Allworth Financial's Carisma Therapeutics position peaked at $5K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.