WIM
CARM

Wittenberg Investment Management’s Carisma Therapeutics CARM Stock Holding History

Wittenberg Investment Management’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
Q2 		– Sell
-46,703
Closed -$145K – 88
2023
Q1 		$145K Buy
+46,703
New +$445K 0.05% 78

Other funds holding CARM

TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wittenberg Investment Management's CARM Position: Q2 2023 in Review

Wittenberg Investment Management sold out of Carisma Therapeutics (CARM) in Q2 2023, closing a stake of 46,703 shares — an estimated $145K sold.

Wittenberg Investment Management first reported a position in CARM in Q1 2023 and held it in 1 quarter. The position peaked at $145K in Q1 2023. 53 funds tracked by Wall St. Rank hold CARM as of Q2 2023.

  • Wittenberg Investment Management reported no remaining Carisma Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Wittenberg Investment Management sold 46,703 Carisma Therapeutics shares in Q2 2023, an estimated $145K.
  • Wittenberg Investment Management first reported a position in Carisma Therapeutics in Q1 2023 and held it in 1 quarter.
  • Wittenberg Investment Management's Carisma Therapeutics position peaked at $145K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q2 2023.

Based on Wittenberg Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.