Commonwealth Equity Services
CARM

Commonwealth Equity Services’s Carisma Therapeutics CARM Stock Holding History

Commonwealth Equity Services’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
2023
Q1 		– Sell
-2,469
Closed -$30K – 3788
2022
Q4 		$30K Hold
2,469
– – ﹤0.01% 3566
2022
Q3 		$20K Hold
2,469
– – ﹤0.01% 3580
2022
Q2 		$40K Sell
2,469
-2
-0.1% -$23 ﹤0.01% 3513
2022
Q1 		$29K Buy
2,471
+750
+44% +$10.5K ﹤0.01% 3631
2021
Q4 		$28K Sell
1,721
-525
-23% -$10.6K ﹤0.01% 3580
2021
Q3 		$35K Buy
2,246
+1,712
+321% +$82.2K ﹤0.01% 3518
2021
Q2 		$49K Sell
534
-75
-12% -$4.78K ﹤0.01% 3460
2021
Q1 		$31K Buy
+609
New +$28.7K ﹤0.01% 3359

Other funds holding CARM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 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
DCM
Deuterium Capital Management Clearwater, Florida $86M AUM 87.31% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Commonwealth Equity Services's CARM Position: Q1 2023 in Review

Commonwealth Equity Services sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 2,469 shares — an estimated $30K sold.

Commonwealth Equity Services first reported a position in CARM in Q1 2021 and held it in 8 quarters. The position peaked at $49K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • Commonwealth Equity Services reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,469 Carisma Therapeutics shares in Q1 2023, an estimated $30K.
  • Commonwealth Equity Services first reported a position in Carisma Therapeutics in Q1 2021 and held it in 8 quarters.
  • Commonwealth Equity Services's Carisma Therapeutics position peaked at $49K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.