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Heritage Wealth Management (Arizona)’s CEL-SCI Corp CVM Stock Holding History

Heritage Wealth Management (Arizona)’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 		$21K Hold
64
– – 0.01% 547
2021
Q2 		$17K Hold
64
– – 0.01% 581
2021
Q1 		$29K Buy
+64
New +$35K 0.02% 447

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

Heritage Wealth Management (Arizona)'s CVM Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its CEL-SCI Corp (CVM) position steady in Q3 2021 at 64 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #547.

Heritage Wealth Management (Arizona) first reported a position in CVM in Q1 2021 and has held it in 3 quarters since. The position peaked at $29K in Q1 2021. 107 funds tracked by Wall St. Rank hold CVM as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 64 shares of CEL-SCI Corp worth $21K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its CEL-SCI Corp share count unchanged in Q3 2021.
  • CEL-SCI Corp made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #547 holding.
  • Heritage Wealth Management (Arizona) first reported a position in CEL-SCI Corp in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s CEL-SCI Corp position peaked at $29K in Q1 2021.
  • 107 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.