Fiduciary Trust’s Carisma Therapeutics CARM Stock Holding History

Fiduciary Trust’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	-1,035	Closed	-$12.6K	–	617
2022 Q4	$12.6K	Hold	1,035	–	–	﹤0.01%	624
2022 Q3	$9K	Hold	1,035	–	–	﹤0.01%	611
2022 Q2	$17K	Hold	1,035	–	–	﹤0.01%	625
2022 Q1	$12K	Hold	1,035	–	–	﹤0.01%	661
2021 Q4	$17K	Hold	1,035	–	–	﹤0.01%	655
2021 Q3	$16K	Hold	1,035	–	–	﹤0.01%	645
2021 Q2	$96K	Hold	1,035	–	–	﹤0.01%	629
2021 Q1	$54K	Buy	1,035 +35	+4%	+$1.65K	﹤0.01%	598
2020 Q4	$27K	Hold	1,000	–	–	﹤0.01%	569
2020 Q3	$28K	Hold	1,000	–	–	﹤0.01%	546
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	529
2020 Q1	$11K	Hold	1,000	–	–	﹤0.01%	496
2019 Q4	$21K	Hold	1,000	–	–	﹤0.01%	514
2019 Q3	$23K	Hold	1,000	–	–	﹤0.01%	510
2019 Q2	$30K	Hold	1,000	–	–	﹤0.01%	490
2019 Q1	$21K	Hold	1,000	–	–	﹤0.01%	477
2018 Q4	$28K	Hold	1,000	–	–	﹤0.01%	442
2018 Q3	$43K	Hold	1,000	–	–	﹤0.01%	464
2018 Q2	$39K	Hold	1,000	–	–	﹤0.01%	454
2018 Q1	$21K	Hold	1,000	–	–	﹤0.01%	446
2017 Q4	$16K	Hold	1,000	–	–	﹤0.01%	434
2017 Q3	$32K	Hold	1,000	–	–	﹤0.01%	425
2017 Q2	$31K	Hold	1,000	–	–	﹤0.01%	535
2017 Q1	$44K	Buy	1,000 +500	+100%	+$20.8K	﹤0.01%	428
2016 Q4	$19K	Hold	500	–	–	﹤0.01%	439
2016 Q3	$28K	Hold	500	–	–	﹤0.01%	439
2016 Q2	$17K	Hold	500	–	–	﹤0.01%	425
2016 Q1	$3K	Hold	500	–	–	﹤0.01%	425
2015 Q4	$30K	Hold	500	–	–	﹤0.01%	383
2015 Q3	$24K	Buy	+500	New	+$30.8K	﹤0.01%	367

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $240B AUM 35.51% 1-Year Est. Return

Fiduciary Trust's CARM Position: Q1 2023 in Review

Fiduciary Trust sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 1,035 shares — an estimated $12.6K sold.

Fiduciary Trust first reported a position in CARM in Q3 2015 and held it in 30 quarters. The position peaked at $96K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

Fiduciary Trust reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
Fiduciary Trust sold 1,035 Carisma Therapeutics shares in Q1 2023, an estimated $12.6K.
Fiduciary Trust first reported a position in Carisma Therapeutics in Q3 2015 and held it in 30 quarters.
Fiduciary Trust's Carisma Therapeutics position peaked at $96K in Q2 2021.
37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Fiduciary Trust's 13F filing for Q1 2023, filed 15 May 2023.