AAS
CVM icon

Avantax Advisory Services’s CEL-SCI Corp CVM Stock Holding History

Avantax Advisory Services’s Portfolio CVM Stock Details CVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,071
Closed -$532K – 1194
2021
Q2 		$532K Sell
2,071
-2,058
-50% -$1.27M 0.01% 689
2021
Q1 		$1.88M Buy
4,129
+133
+3% +$72.6K 0.04% 300
2020
Q4 		$1.4M Buy
3,996
+100
+3% +$39.4K 0.03% 332
2020
Q3 		$1.49M Buy
3,896
+504
+15% +$199K 0.02% 421
2020
Q2 		$1.5M Buy
3,392
+955
+39% +$392K 0.04% 272
2020
Q1 		$862K Buy
+2,437
New +$891K 0.03% 326

Other funds holding CVM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's CVM Position: Q3 2021 in Review

Avantax Advisory Services sold out of CEL-SCI Corp (CVM) in Q3 2021, closing a stake of 2,071 shares — an estimated $532K sold.

Avantax Advisory Services first reported a position in CVM in Q1 2020 and held it in 6 quarters. The position peaked at $1.88M in Q1 2021. 107 funds tracked by Wall St. Rank hold CVM as of Q3 2021.

  • Avantax Advisory Services reported no remaining CEL-SCI Corp position as of Q3 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 2,071 CEL-SCI Corp shares in Q3 2021, an estimated $532K.
  • Avantax Advisory Services first reported a position in CEL-SCI Corp in Q1 2020 and held it in 6 quarters.
  • Avantax Advisory Services's CEL-SCI Corp position peaked at $1.88M in Q1 2021.
  • 107 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q3 2021.

Based on Avantax Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.