Planned Solutions’s CEL-SCI Corp CVM Stock Holding History

Planned Solutions’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 Q1	–	Sell	-17	Closed	-$6K	–	137
2020 Q4	$6K	Buy	+17	New	+$6.71K	﹤0.01%	363

Other funds holding CVM

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Planned Solutions's CVM Position: Q1 2021 in Review

Planned Solutions sold out of CEL-SCI Corp (CVM) in Q1 2021, closing a stake of 17 shares — an estimated $6K sold.

Planned Solutions first reported a position in CVM in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 110 funds tracked by Wall St. Rank hold CVM as of Q1 2021.

Planned Solutions reported no remaining CEL-SCI Corp position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 17 CEL-SCI Corp shares in Q1 2021, an estimated $6K.
Planned Solutions first reported a position in CEL-SCI Corp in Q4 2020 and held it in 1 quarter.
Planned Solutions's CEL-SCI Corp position peaked at $6K in Q4 2020.
110 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.