Principal Financial Group
CARM

Principal Financial Group’s Carisma Therapeutics CARM Stock Holding History

Principal 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
2022
Q2 		– Sell
-2,962
Closed -$35K – 2521
2022
Q1 		$35K Buy
2,962
+65
+2% +$908 ﹤0.01% 2499
2021
Q4 		$47K Sell
2,897
-23,120
-89% -$465K ﹤0.01% 2484
2021
Q3 		$413K Buy
26,017
+282
+1% +$13.5K ﹤0.01% 2225
2021
Q2 		$2.38M Buy
+25,735
New +$1.64M ﹤0.01% 1866
2015
Q2 		– Sell
-4,925
Closed -$878K – 2179
2015
Q1 		$878K Buy
4,925
+45
+0.9% +$9.83K ﹤0.01% 1785
2014
Q4 		$1.16M Buy
4,880
+115
+2% +$25.8K ﹤0.01% 1778
2014
Q3 		$1.06M Hold
4,765
– – ﹤0.01% 1754
2014
Q2 		$1.26M Hold
4,765
– – ﹤0.01% 1761
2014
Q1 		$1.55M Buy
+4,765
New +$1.43M ﹤0.01% 1707

Other funds holding CARM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Principal Financial Group's CARM Position: Q2 2022 in Review

Principal Financial Group sold out of Carisma Therapeutics (CARM) in Q2 2022, closing a stake of 2,962 shares — an estimated $35K sold.

Principal Financial Group first reported a position in CARM in Q1 2014 and held it in 9 quarters. The position peaked at $2.38M in Q2 2021. 73 funds tracked by Wall St. Rank hold CARM as of Q2 2022.

  • Principal Financial Group reported no remaining Carisma Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 2,962 Carisma Therapeutics shares in Q2 2022, an estimated $35K.
  • Principal Financial Group first reported a position in Carisma Therapeutics in Q1 2014 and held it in 9 quarters.
  • Principal Financial Group's Carisma Therapeutics position peaked at $2.38M in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.