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Reilly Financial Advisors’s GeoVax Labs GOVX Stock Holding History

Reilly Financial Advisors’s Portfolio GOVX Stock Details GOVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10
Closed -$12K – 1023
2020
Q4 		$12K Buy
10
+8
+400% +$9.3K ﹤0.01% 588
2020
Q3 		$3K Buy
+2
New +$2.23K ﹤0.01% 716

Other funds holding GOVX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Reilly Financial Advisors's GOVX Position: Q1 2021 in Review

Reilly Financial Advisors sold out of GeoVax Labs (GOVX) in Q1 2021, closing a stake of 10 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in GOVX in Q3 2020 and held it in 2 quarters. The position peaked at $12K in Q4 2020. 10 funds tracked by Wall St. Rank hold GOVX as of Q1 2021.

  • Reilly Financial Advisors reported no remaining GeoVax Labs position as of Q1 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 10 GeoVax Labs shares in Q1 2021, an estimated $12K.
  • Reilly Financial Advisors first reported a position in GeoVax Labs in Q3 2020 and held it in 2 quarters.
  • Reilly Financial Advisors's GeoVax Labs position peaked at $12K in Q4 2020.
  • 10 funds tracked by Wall St. Rank held GeoVax Labs as of Q1 2021.

Based on Reilly Financial Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.