Capital Advisors Ltd’s Carisma Therapeutics CARM Stock Holding History

Capital Advisors Ltd’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 Q3	–	Sell	-8	Closed	–	–	1261
2022 Q2	$0	Buy	+8	New	+$92	﹤0.01%	1028

Other funds holding CARM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

SWP

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

Capital Advisors Ltd's CARM Position: Q3 2022 in Review

Capital Advisors Ltd sold out of Carisma Therapeutics (CARM) in Q3 2022, closing a stake of 8 shares.

Capital Advisors Ltd first reported a position in CARM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 68 funds tracked by Wall St. Rank hold CARM as of Q3 2022.

Capital Advisors Ltd reported no remaining Carisma Therapeutics position as of Q3 2022 after selling out during the quarter.
Capital Advisors Ltd sold 8 Carisma Therapeutics shares in Q3 2022.
Capital Advisors Ltd first reported a position in Carisma Therapeutics in Q2 2022 and held it in 1 quarter.
Capital Advisors Ltd's Carisma Therapeutics position peaked at $0 in Q2 2022.
68 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q3 2022.

Based on Capital Advisors Ltd's 13F filing for Q3 2022, filed 9 Nov 2022.