Carson Wealth (CWM LLC)
CARM

Carson Wealth (CWM LLC)’s Carisma Therapeutics CARM Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-48
Closed – – 4852
2024
Q2 		$0 Buy
48
+44
+1,100% +$66 ﹤0.01% 4613
2024
Q1 		$0 Buy
+4
New +$10 ﹤0.01% 4341
2023
Q4 		– Sell
-10
Closed – – 4159
2023
Q3 		$0 Buy
+10
New +$63 ﹤0.01% 4202

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
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

Carson Wealth (CWM LLC)'s CARM Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Carisma Therapeutics (CARM) in Q3 2024, closing a stake of 48 shares.

Carson Wealth (CWM LLC) first reported a position in CARM in Q3 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 37 funds tracked by Wall St. Rank hold CARM as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Carisma Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 48 Carisma Therapeutics shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Carisma Therapeutics in Q3 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Carisma Therapeutics position peaked at $0 in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.