Dimensional Fund Advisors
CARM

Dimensional Fund Advisors’s Carisma Therapeutics CARM Stock Holding History

Dimensional Fund 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
Q1 		– Sell
-27,843
Closed -$81.6K – 3397
2023
Q4 		$81.6K Sell
27,843
-2,376
-8% -$7.07K ﹤0.01% 3297
2023
Q3 		$128K Sell
30,219
-933
-3% -$5.91K ﹤0.01% 3288
2023
Q2 		$273K Sell
31,152
-1,296
-4% -$7.06K ﹤0.01% 3183
2023
Q1 		$101K Buy
+32,448
New +$309K ﹤0.01% 3299
2019
Q4 		– Sell
-7,137
Closed -$167K – 3385
2019
Q3 		$167K Hold
7,137
– – ﹤0.01% 3296
2019
Q2 		$214K Sell
7,137
-1,264
-15% -$37.8K ﹤0.01% 3311
2019
Q1 		$173K Sell
8,401
-1,214
-13% -$21K ﹤0.01% 3328
2018
Q4 		$273K Buy
9,615
+596
+7% +$19K ﹤0.01% 3239
2018
Q3 		$388K Buy
+9,019
New +$351K ﹤0.01% 3218

Other funds holding CARM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors's CARM Position: Q1 2024 in Review

Dimensional Fund Advisors sold out of Carisma Therapeutics (CARM) in Q1 2024, closing a stake of 27,843 shares — an estimated $81.6K sold.

Dimensional Fund Advisors first reported a position in CARM in Q3 2018 and held it in 9 quarters. The position peaked at $388K in Q3 2018. 51 funds tracked by Wall St. Rank hold CARM as of Q1 2024.

  • Dimensional Fund Advisors reported no remaining Carisma Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 27,843 Carisma Therapeutics shares in Q1 2024, an estimated $81.6K.
  • Dimensional Fund Advisors first reported a position in Carisma Therapeutics in Q3 2018 and held it in 9 quarters.
  • Dimensional Fund Advisors's Carisma Therapeutics position peaked at $388K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2024.

Based on Dimensional Fund Advisors's 13F filing for Q1 2024, filed 10 May 2024.