IHT Wealth Management’s Carisma Therapeutics CARM Stock Holding History

IHT Wealth Management’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	-1,507	Closed	-$18.4K	–	959
2022 Q4	$18.4K	Hold	1,507	–	–	﹤0.01%	892
2022 Q3	$13K	Buy	+1,507	New	+$20.5K	﹤0.01%	860
2021 Q3	–	Sell	-3,533	Closed	-$326K	–	834
2021 Q2	$326K	Buy	+3,533	New	+$225K	0.02%	679
2018 Q2	–	Sell	-162	Closed	-$3K	–	554
2018 Q1	$3K	Hold	162	–	–	﹤0.01%	1424
2017 Q4	$3K	Buy	162 +137	+548%	+$2.55K	﹤0.01%	1419
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	1288
2017 Q2	$313	Hold	25	–	–	0.15%	164
2017 Q1	$1K	Buy	+25	New	+$1.04K	﹤0.01%	1143

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

IHT Wealth Management's CARM Position: Q1 2023 in Review

IHT Wealth Management sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 1,507 shares — an estimated $18.4K sold.

IHT Wealth Management first reported a position in CARM in Q1 2017 and held it in 8 quarters. The position peaked at $326K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

IHT Wealth Management reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
IHT Wealth Management sold 1,507 Carisma Therapeutics shares in Q1 2023, an estimated $18.4K.
IHT Wealth Management first reported a position in Carisma Therapeutics in Q1 2017 and held it in 8 quarters.
IHT Wealth Management's Carisma Therapeutics position peaked at $326K in Q2 2021.
37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.