PCS
CARM

Personal CFO Solutions’s Carisma Therapeutics CARM Stock Holding History

Personal CFO Solutions’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
-900
Closed -$11K – 475
2022
Q4 		$11K Hold
900
– – ﹤0.01% 454
2022
Q3 		$8K Hold
900
– – ﹤0.01% 411
2022
Q2 		$15K Hold
900
– – ﹤0.01% 428
2022
Q1 		$11K Hold
900
– – ﹤0.01% 468
2021
Q4 		$15K Buy
+900
New +$18.1K ﹤0.01% 472

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

Personal CFO Solutions's CARM Position: Q1 2023 in Review

Personal CFO Solutions sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 900 shares — an estimated $11K sold.

Personal CFO Solutions first reported a position in CARM in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q2 2022. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • Personal CFO Solutions reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 900 Carisma Therapeutics shares in Q1 2023, an estimated $11K.
  • Personal CFO Solutions first reported a position in Carisma Therapeutics in Q4 2021 and held it in 5 quarters.
  • Personal CFO Solutions's Carisma Therapeutics position peaked at $15K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Personal CFO Solutions's 13F filing for Q1 2023, filed 9 May 2023.