Castle Financial & Retirement Planning Associates’s Carisma Therapeutics CARM Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$1K	Buy	+59	New	+$1.19K	﹤0.01%	179

Other funds holding CARM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's CARM Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Carisma Therapeutics (CARM) in Q4 2021: 59 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #179 among its holdings.

93 funds tracked by Wall St. Rank hold CARM as of Q4 2021.

Castle Financial & Retirement Planning Associates held 59 shares of Carisma Therapeutics worth $1K as of Q4 2021.
Carisma Therapeutics was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Carisma Therapeutics made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #179 holding.
93 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.