AFWM
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Abich Financial Wealth Management’s CVS Health CVS Stock Holding History

Abich Financial Wealth Management’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$40.4K Sell
643
-3,038
-83% -$177K 0.09% 107
2024
Q2 		$217K Buy
+3,681
New +$230K 0.15% 35
2024
Q1 		– Sell
-1,376
Closed -$109K – 570
2023
Q4 		$109K Buy
+1,376
New +$97.9K 0.1% 31

Other funds holding CVS

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Abich Financial Wealth Management's CVS Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its CVS Health (CVS) stake by 83% in Q3 2024, selling an estimated $177K and leaving 643 shares worth $40.4K. The position accounts for 0.09% of the portfolio, ranked #107.

Abich Financial Wealth Management first reported a position in CVS in Q4 2023 and has held it in 3 quarters since. The position peaked at $217K in Q2 2024. 1,840 funds tracked by Wall St. Rank hold CVS as of Q3 2024.

  • Abich Financial Wealth Management held 643 shares of CVS Health worth $40.4K as of Q3 2024.
  • Abich Financial Wealth Management sold 3,038 CVS Health shares in Q3 2024, an estimated $177K.
  • CVS Health made up 0.09% of Abich Financial Wealth Management's portfolio in Q3 2024, its #107 holding.
  • Abich Financial Wealth Management first reported a position in CVS Health in Q4 2023 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's CVS Health position peaked at $217K in Q2 2024.
  • 1,840 funds tracked by Wall St. Rank held CVS Health as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.