MWA
CARM

MFA Wealth Advisors’s Carisma Therapeutics CARM Stock Holding History

MFA Wealth 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
Q4 		– Sell
-8
Closed -$8 – 121
2024
Q3 		$8 Hold
8
– – ﹤0.01% 511
2024
Q2 		$12 Buy
+8
New +$12 ﹤0.01% 524

Other funds holding CARM

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIIC
AJU IB Investment Company Seoul, South Korea $30.5M AUM 128.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFA Wealth Advisors's CARM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Carisma Therapeutics (CARM) in Q4 2024, closing a stake of 8 shares — an estimated $8 sold.

MFA Wealth Advisors first reported a position in CARM in Q2 2024 and held it in 2 quarters. The position peaked at $12 in Q2 2024. 41 funds tracked by Wall St. Rank hold CARM as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Carisma Therapeutics position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 8 Carisma Therapeutics shares in Q4 2024, an estimated $8.
  • MFA Wealth Advisors first reported a position in Carisma Therapeutics in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Carisma Therapeutics position peaked at $12 in Q2 2024.
  • 41 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.