SFP
CVM icon

Sterling Financial Planning’s CEL-SCI Corp CVM Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-3
Closed -$1K – 167
2021
Q3 		$1K Hold
3
– – ﹤0.01% 413
2021
Q2 		$1K Sell
3
-47
-94% -$29.1K ﹤0.01% 390
2021
Q1 		$23K Hold
50
– – 0.02% 217
2020
Q4 		$17K Buy
+50
New +$19.7K 0.01% 225

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Sterling Financial Planning's CVM Position: Q4 2021 in Review

Sterling Financial Planning sold out of CEL-SCI Corp (CVM) in Q4 2021, closing a stake of 3 shares — an estimated $1K sold.

Sterling Financial Planning first reported a position in CVM in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q1 2021. 100 funds tracked by Wall St. Rank hold CVM as of Q4 2021.

  • Sterling Financial Planning reported no remaining CEL-SCI Corp position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 3 CEL-SCI Corp shares in Q4 2021, an estimated $1K.
  • Sterling Financial Planning first reported a position in CEL-SCI Corp in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's CEL-SCI Corp position peaked at $23K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.