TWA
CARM

TCI Wealth Advisors’s Carisma Therapeutics CARM Stock Holding History

TCI Wealth 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
2022
Q2 		– Sell
-30
Closed – – 2294
2022
Q1 		$0 Hold
30
– – ﹤0.01% 2247
2021
Q4 		$0 Buy
+30
New +$604 ﹤0.01% 2317
2019
Q2 		– Sell
-60
Closed -$1K – 1429
2019
Q1 		$1K Buy
60
+35
+140% +$604 ﹤0.01% 1166
2018
Q4 		$1K Sell
25
-5
-17% -$159 ﹤0.01% 1165
2018
Q3 		$1K Buy
+30
New +$1.17K ﹤0.01% 1174

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

TCI Wealth Advisors's CARM Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Carisma Therapeutics (CARM) in Q2 2022, closing a stake of 30 shares.

TCI Wealth Advisors first reported a position in CARM in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 73 funds tracked by Wall St. Rank hold CARM as of Q2 2022.

  • TCI Wealth Advisors reported no remaining Carisma Therapeutics position as of Q2 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 30 Carisma Therapeutics shares in Q2 2022.
  • TCI Wealth Advisors first reported a position in Carisma Therapeutics in Q3 2018 and held it in 5 quarters.
  • TCI Wealth Advisors's Carisma Therapeutics position peaked at $1K in Q1 2019.
  • 73 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.