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Cornerstone Planning Group’s CEL-SCI Corp CVM Stock Holding History

Cornerstone Planning Group’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
2024
Q2 		– Sell
-19
Closed -$938 – 1281
2024
Q1 		$938 Buy
+19
New +$1.34K ﹤0.01% 795

Other funds holding CVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cornerstone Planning Group's CVM Position: Q2 2024 in Review

Cornerstone Planning Group sold out of CEL-SCI Corp (CVM) in Q2 2024, closing a stake of 19 shares — an estimated $938 sold.

Cornerstone Planning Group first reported a position in CVM in Q1 2024 and held it in 1 quarter. The position peaked at $938 in Q1 2024. 66 funds tracked by Wall St. Rank hold CVM as of Q2 2024.

  • Cornerstone Planning Group reported no remaining CEL-SCI Corp position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 19 CEL-SCI Corp shares in Q2 2024, an estimated $938.
  • Cornerstone Planning Group first reported a position in CEL-SCI Corp in Q1 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's CEL-SCI Corp position peaked at $938 in Q1 2024.
  • 66 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.