WA
CARM

WealthTrust Axiom’s Carisma Therapeutics CARM Stock Holding History

WealthTrust Axiom’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
-1,588
Closed -$19.4K – 254
2022
Q4 		$19.4K Hold
1,588
– – 0.01% 242
2022
Q3 		$13K Hold
1,588
– – 0.01% 239
2022
Q2 		$25K Hold
1,588
– – 0.01% 239
2022
Q1 		$19K Hold
1,588
– – 0.01% 262
2021
Q4 		$25K Hold
1,588
– – 0.01% 258
2021
Q3 		$25K Sell
1,588
-400
-20% -$19.2K 0.01% 253
2021
Q2 		$183K Buy
1,988
+1,475
+288% +$94.1K 0.06% 238
2021
Q1 		$26K Buy
+513
New +$24.2K 0.01% 251

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

WealthTrust Axiom's CARM Position: Q1 2023 in Review

WealthTrust Axiom sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 1,588 shares — an estimated $19.4K sold.

WealthTrust Axiom first reported a position in CARM in Q1 2021 and held it in 8 quarters. The position peaked at $183K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • WealthTrust Axiom reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • WealthTrust Axiom sold 1,588 Carisma Therapeutics shares in Q1 2023, an estimated $19.4K.
  • WealthTrust Axiom first reported a position in Carisma Therapeutics in Q1 2021 and held it in 8 quarters.
  • WealthTrust Axiom's Carisma Therapeutics position peaked at $183K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on WealthTrust Axiom's 13F filing for Q1 2023, filed 3 May 2023.