WR Wealth Planners’s Cartesian Therapeutics RNAC Stock Holding History

WR Wealth Planners’s Portfolio RNAC Stock Details RNAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$591	Buy	233 +194	+497%	+$3.93K	﹤0.01%	971
2024 Q3	$629	Hold	39	–	–	﹤0.01%	1008
2024 Q2	$1.05K	Sell	39 -1	-3%	-$24	﹤0.01%	952
2024 Q1	$780	Buy	+40	New	+$848	﹤0.01%	995
2023 Q4	–	Sell	-40	Closed	-$1.27K	–	708
2023 Q3	$1.27K	Hold	40	–	–	﹤0.01%	823
2023 Q2	$1.34K	Hold	40	–	–	﹤0.01%	811
2023 Q1	$1.67K	Buy	+40	New	+$1.88K	﹤0.01%	792

Other funds holding RNAC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's RNAC Position: Q4 2024 in Review

WR Wealth Planners increased its Cartesian Therapeutics (RNAC) stake by 497% in Q4 2024, buying an estimated $3.93K and bringing the position to 233 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #971.

WR Wealth Planners first reported a position in RNAC in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.67K in Q1 2023. 68 funds tracked by Wall St. Rank hold RNAC as of Q4 2024.

WR Wealth Planners held 233 shares of Cartesian Therapeutics worth $591 as of Q4 2024.
WR Wealth Planners bought 194 Cartesian Therapeutics shares in Q4 2024, an estimated $3.93K.
Cartesian Therapeutics made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #971 holding.
WR Wealth Planners first reported a position in Cartesian Therapeutics in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Cartesian Therapeutics position peaked at $1.67K in Q1 2023.
68 funds tracked by Wall St. Rank held Cartesian Therapeutics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.