SPIA
CARM

Steward Partners Investment Advisory’s Carisma Therapeutics CARM Stock Holding History

Steward Partners Investment Advisory’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
2020
Q1 		– Sell
-50
Closed -$1K – 2502
2019
Q4 		$1K Hold
50
– – ﹤0.01% 2490
2019
Q3 		$1K Buy
+50
New +$1.17K ﹤0.01% 2501

Other funds holding CARM

TG
TRV GP Boston, Massachusetts $18.9M AUM 541.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Steward Partners Investment Advisory's CARM Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Carisma Therapeutics (CARM) in Q1 2020, closing a stake of 50 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in CARM in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 36 funds tracked by Wall St. Rank hold CARM as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Carisma Therapeutics position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 50 Carisma Therapeutics shares in Q1 2020, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Carisma Therapeutics in Q3 2019 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Carisma Therapeutics position peaked at $1K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.