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Ables Iannone Moore & Associates’s CVS Health CVS Stock Holding History

Ables Iannone Moore & Associates’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
Q1 		– Sell
-411
Closed -$32.5K – 120
2023
Q4 		$32.5K Buy
+411
New +$29.3K 0.02% 117

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ables Iannone Moore & Associates's CVS Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of CVS Health (CVS) in Q1 2024, closing a stake of 411 shares — an estimated $32.5K sold.

Ables Iannone Moore & Associates first reported a position in CVS in Q4 2023 and held it in 1 quarter. The position peaked at $32.5K in Q4 2023. 2,177 funds tracked by Wall St. Rank hold CVS as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining CVS Health position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 411 CVS Health shares in Q1 2024, an estimated $32.5K.
  • Ables Iannone Moore & Associates first reported a position in CVS Health in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's CVS Health position peaked at $32.5K in Q4 2023.
  • 2,177 funds tracked by Wall St. Rank held CVS Health as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.