SWM
CARM

Spire Wealth Management’s Carisma Therapeutics CARM Stock Holding History

Spire Wealth Management’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
-50
Closed -$1K – 2489
2022
Q4 		$1K Buy
+50
New +$525 ﹤0.01% 2146
2022
Q3 		– Sell
-50
Closed -$1K – 2226
2022
Q2 		$1K Sell
50
-50
-50% -$572 ﹤0.01% 2471
2022
Q1 		$1K Buy
100
+10
+11% +$140 ﹤0.01% 2454
2021
Q4 		$1K Hold
90
– – ﹤0.01% 2852
2021
Q3 		$1K Hold
90
– – ﹤0.01% 2521
2021
Q2 		$8K Buy
90
+60
+200% +$3.83K ﹤0.01% 2184
2021
Q1 		$2K Buy
+30
New +$1.42K ﹤0.01% 2831

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

Spire Wealth Management's CARM Position: Q1 2023 in Review

Spire Wealth Management sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 50 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in CARM in Q1 2021 and held it in 7 quarters. The position peaked at $8K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • Spire Wealth Management reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 50 Carisma Therapeutics shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in Carisma Therapeutics in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Carisma Therapeutics position peaked at $8K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.