Cambridge Investment Research Advisors
CARM

Cambridge Investment Research Advisors’s Carisma Therapeutics CARM Stock Holding History

Cambridge Investment Research Advisors’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
-4,741
Closed -$58K – 3167
2022
Q4 		$58K Sell
4,741
-2,005
-30% -$21.1K ﹤0.01% 2964
2022
Q3 		$57K Hold
6,746
– – ﹤0.01% 2926
2022
Q2 		$109K Buy
6,746
+1,981
+42% +$22.7K ﹤0.01% 2850
2022
Q1 		$57K Sell
4,765
-341
-7% -$4.76K ﹤0.01% 3066
2021
Q4 		$83K Sell
5,106
-50
-1% -$1.01K ﹤0.01% 3052
2021
Q3 		$82K Buy
5,156
+733
+17% +$35.2K ﹤0.01% 2979
2021
Q2 		$409K Buy
4,423
+2,631
+147% +$168K ﹤0.01% 2217
2021
Q1 		$93K Buy
1,792
+547
+44% +$25.8K ﹤0.01% 2767
2020
Q4 		$34K Hold
1,245
– – ﹤0.01% 2666
2020
Q3 		$35K Hold
1,245
– – ﹤0.01% 2467
2020
Q2 		$18K Hold
1,245
– – ﹤0.01% 2429
2020
Q1 		$14K Sell
1,245
-5
-0.4% -$82 ﹤0.01% 2250
2019
Q4 		$26K Hold
1,250
– – ﹤0.01% 2381
2019
Q3 		$29K Buy
1,250
+205
+20% +$4.8K ﹤0.01% 2310
2019
Q2 		$31K Buy
+1,045
New +$31.3K ﹤0.01% 2170

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Deuterium Capital Management Clearwater, Florida $92.4M AUM 35% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cambridge Investment Research Advisors's CARM Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 4,741 shares — an estimated $58K sold.

Cambridge Investment Research Advisors first reported a position in CARM in Q2 2019 and held it in 15 quarters. The position peaked at $409K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • Cambridge Investment Research Advisors reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,741 Carisma Therapeutics shares in Q1 2023, an estimated $58K.
  • Cambridge Investment Research Advisors first reported a position in Carisma Therapeutics in Q2 2019 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Carisma Therapeutics position peaked at $409K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.