Vontobel Holding
CARM

Vontobel Holding’s Carisma Therapeutics CARM Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-5,750
Closed -$94K – 1064
2021
Q4 		$94K Hold
5,750
– – ﹤0.01% 1030
2021
Q3 		$91K Buy
5,750
+500
+10% +$24K ﹤0.01% 1104
2021
Q2 		$485K Hold
5,250
– – ﹤0.01% 767
2021
Q1 		$273K Buy
+5,250
New +$248K ﹤0.01% 836

Other funds holding CARM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vontobel Holding's CARM Position: Q1 2022 in Review

Vontobel Holding sold out of Carisma Therapeutics (CARM) in Q1 2022, closing a stake of 5,750 shares — an estimated $94K sold.

Vontobel Holding first reported a position in CARM in Q1 2021 and held it in 4 quarters. The position peaked at $485K in Q2 2021. 84 funds tracked by Wall St. Rank hold CARM as of Q1 2022.

  • Vontobel Holding reported no remaining Carisma Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Vontobel Holding sold 5,750 Carisma Therapeutics shares in Q1 2022, an estimated $94K.
  • Vontobel Holding first reported a position in Carisma Therapeutics in Q1 2021 and held it in 4 quarters.
  • Vontobel Holding's Carisma Therapeutics position peaked at $485K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2022.

Based on Vontobel Holding's 13F filing for Q1 2022, filed 13 May 2022.