AWM
CARM

Avior Wealth Management’s Carisma Therapeutics CARM Stock Holding History

Avior 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
2024
Q2 		– Sell
-5
Closed -$11 – 2493
2024
Q1 		$11 Buy
+5
New +$12 ﹤0.01% 3759

Other funds holding CARM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avior Wealth Management's CARM Position: Q2 2024 in Review

Avior Wealth Management sold out of Carisma Therapeutics (CARM) in Q2 2024, closing a stake of 5 shares — an estimated $11 sold.

Avior Wealth Management first reported a position in CARM in Q1 2024 and held it in 1 quarter. The position peaked at $11 in Q1 2024. 53 funds tracked by Wall St. Rank hold CARM as of Q2 2024.

  • Avior Wealth Management reported no remaining Carisma Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 Carisma Therapeutics shares in Q2 2024, an estimated $11.
  • Avior Wealth Management first reported a position in Carisma Therapeutics in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Carisma Therapeutics position peaked at $11 in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.