OFG
CARM

Oxford Financial Group’s Carisma Therapeutics CARM Stock Holding History

Oxford Financial 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
-1,500
Closed -$18.3K – 265
2022
Q4 		$18.3K Hold
1,500
– – ﹤0.01% 239
2022
Q3 		$13K Hold
1,500
– – ﹤0.01% 221
2022
Q2 		$24K Hold
1,500
– – ﹤0.01% 235
2022
Q1 		$18K Hold
1,500
– – ﹤0.01% 240
2021
Q4 		$24K Hold
1,500
– – ﹤0.01% 249
2021
Q3 		$24K Buy
1,500
+1,000
+200% +$48K ﹤0.01% 230
2021
Q2 		$46K Buy
+500
New +$31.9K 0.01% 198

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

Oxford Financial Group's CARM Position: Q1 2023 in Review

Oxford Financial Group sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 1,500 shares — an estimated $18.3K sold.

Oxford Financial Group first reported a position in CARM in Q2 2021 and held it in 7 quarters. The position peaked at $46K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • Oxford Financial Group reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Oxford Financial Group sold 1,500 Carisma Therapeutics shares in Q1 2023, an estimated $18.3K.
  • Oxford Financial Group first reported a position in Carisma Therapeutics in Q2 2021 and held it in 7 quarters.
  • Oxford Financial Group's Carisma Therapeutics position peaked at $46K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.