PIA
CARM

Perennial Investment Advisors’s Carisma Therapeutics CARM Stock Holding History

Perennial Investment 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
2023
Q1 		– Sell
-600
Closed -$7.31K – 372
2022
Q4 		$7.31K Hold
600
– – ﹤0.01% 221
2022
Q3 		$5K Buy
+600
New +$8.17K ﹤0.01% 203

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 $176M AUM 123.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $92.4M AUM 35% 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

Perennial Investment Advisors's CARM Position: Q1 2023 in Review

Perennial Investment Advisors sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 600 shares — an estimated $7.31K sold.

Perennial Investment Advisors first reported a position in CARM in Q3 2022 and held it in 2 quarters. The position peaked at $7.31K in Q4 2022. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • Perennial Investment Advisors reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Perennial Investment Advisors sold 600 Carisma Therapeutics shares in Q1 2023, an estimated $7.31K.
  • Perennial Investment Advisors first reported a position in Carisma Therapeutics in Q3 2022 and held it in 2 quarters.
  • Perennial Investment Advisors's Carisma Therapeutics position peaked at $7.31K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Perennial Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.