TFA
CARM

Toth Financial Advisory’s Carisma Therapeutics CARM Stock Holding History

Toth Financial 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
-25
Closed -$1K – 462
2019
Q4 		$1K Buy
+25
New +$575 ﹤0.01% 453

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 $5.72T AUM 30.48% 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

Toth Financial Advisory's CARM Position: Q1 2020 in Review

Toth Financial Advisory sold out of Carisma Therapeutics (CARM) in Q1 2020, closing a stake of 25 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in CARM in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 36 funds tracked by Wall St. Rank hold CARM as of Q1 2020.

  • Toth Financial Advisory reported no remaining Carisma Therapeutics position as of Q1 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 25 Carisma Therapeutics shares in Q1 2020, an estimated $1K.
  • Toth Financial Advisory first reported a position in Carisma Therapeutics in Q4 2019 and held it in 1 quarter.
  • Toth Financial 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 Toth Financial Advisory's 13F filing for Q1 2020, filed 20 Apr 2020.