IAG
CARM

Investment Advisory Group’s Carisma Therapeutics CARM Stock Holding History

Investment Advisory Group’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
-1,000
Closed -$12.2K – 137
2022
Q4 		$12.2K Hold
1,000
– – 0.01% 136
2022
Q3 		$9K Hold
1,000
– – 0.01% 126
2022
Q2 		$16K Hold
1,000
– – 0.01% 125
2022
Q1 		$12K Hold
1,000
– – 0.01% 130
2021
Q4 		$14K Buy
+1,000
New +$20.1K 0.01% 122

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

Investment Advisory Group's CARM Position: Q1 2023 in Review

Investment Advisory Group sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 1,000 shares — an estimated $12.2K sold.

Investment Advisory Group first reported a position in CARM in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q2 2022. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • Investment Advisory Group reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Investment Advisory Group sold 1,000 Carisma Therapeutics shares in Q1 2023, an estimated $12.2K.
  • Investment Advisory Group first reported a position in Carisma Therapeutics in Q4 2021 and held it in 5 quarters.
  • Investment Advisory Group's Carisma Therapeutics position peaked at $16K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Investment Advisory Group's 13F filing for Q1 2023, filed 2 May 2023.