CPA
CRGX

Capital Performance Advisors’s CARGO Therapeutics CRGX Stock Holding History

Capital Performance Advisors’s Portfolio CRGX Stock Details CRGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$74 – 735
2024
Q3 		$74 Buy
+4
New +$72 ﹤0.01% 2750

Other funds holding CRGX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RTM
Red Tree Management Redwood City, California $147M AUM 202.18% 1-Year Est. Return

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

Capital Performance Advisors sold out of CARGO Therapeutics (CRGX) in Q4 2024, closing a stake of 4 shares — an estimated $74 sold.

Capital Performance Advisors first reported a position in CRGX in Q3 2024 and held it in 1 quarter. The position peaked at $74 in Q3 2024. 99 funds tracked by Wall St. Rank hold CRGX as of Q4 2024.

  • Capital Performance Advisors reported no remaining CARGO Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 4 CARGO Therapeutics shares in Q4 2024, an estimated $74.
  • Capital Performance Advisors first reported a position in CARGO Therapeutics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's CARGO Therapeutics position peaked at $74 in Q3 2024.
  • 99 funds tracked by Wall St. Rank held CARGO Therapeutics as of Q4 2024.

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