Raymond James Financial Services Advisors’s Carisma Therapeutics CARM Stock Holding History

Raymond James Financial Services 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	-1,050	Closed	-$12.8K	–	3278
2022 Q4	$12.8K	Sell	1,050 -37	-3%	-$389	﹤0.01%	3185
2022 Q3	$9K	Buy	+1,087	New	+$14.8K	﹤0.01%	3214
2021 Q4	–	Sell	-1,133	Closed	-$18K	–	3330
2021 Q3	$18K	Sell	1,133 -12	-1%	-$576	﹤0.01%	3245
2021 Q2	$106K	Buy	1,145 +88	+8%	+$5.61K	﹤0.01%	3131
2021 Q1	$55K	Buy	1,057 +152	+17%	+$7.17K	﹤0.01%	3094
2020 Q4	$24K	Hold	905	–	–	﹤0.01%	2941
2020 Q3	$25K	Buy	+905	New	+$18.1K	﹤0.01%	2810

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Raymond James Financial Services Advisors's CARM Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 1,050 shares — an estimated $12.8K sold.

Raymond James Financial Services Advisors first reported a position in CARM in Q3 2020 and held it in 7 quarters. The position peaked at $106K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

Raymond James Financial Services Advisors reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 1,050 Carisma Therapeutics shares in Q1 2023, an estimated $12.8K.
Raymond James Financial Services Advisors first reported a position in Carisma Therapeutics in Q3 2020 and held it in 7 quarters.
Raymond James Financial Services Advisors's Carisma Therapeutics position peaked at $106K in Q2 2021.
37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.