CPA
CARM

Capital Performance Advisors’s Carisma Therapeutics CARM Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-500
Closed -$491 – 576
2024
Q3 		$491 Buy
+500
New +$542 ﹤0.01% 2265
2023
Q1 		– Sell
-500
Closed -$6.09K – 55
2022
Q4 		$6.09K Hold
500
– – ﹤0.01% 51
2022
Q3 		$4K Hold
500
– – ﹤0.01% 46
2022
Q2 		$8K Hold
500
– – ﹤0.01% 49
2022
Q1 		$6K Hold
500
– – ﹤0.01% 54
2021
Q4 		$7K Buy
+500
New +$10.1K ﹤0.01% 49

Other funds holding CARM

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIIC
AJU IB Investment Company Seoul, South Korea $30.5M AUM 128.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's CARM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Carisma Therapeutics (CARM) in Q4 2024, closing a stake of 500 shares — an estimated $491 sold.

Capital Performance Advisors first reported a position in CARM in Q4 2021 and held it in 6 quarters. The position peaked at $8K in Q2 2022. 41 funds tracked by Wall St. Rank hold CARM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Carisma Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 500 Carisma Therapeutics shares in Q4 2024, an estimated $491.
  • Capital Performance Advisors first reported a position in Carisma Therapeutics in Q4 2021 and held it in 6 quarters.
  • Capital Performance Advisors's Carisma Therapeutics position peaked at $8K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.