Alta Wealth Advisors’s CVS Health CVS Stock Holding History

Alta Wealth Advisors’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
2023 Q2	–	Sell	-14,932	Closed	-$1.11M	–	134
2023 Q1	$1.11M	Buy	+14,932	New	+$1.25M	0.7%	39

Other funds holding CVS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Alta Wealth Advisors's CVS Position: Q2 2023 in Review

Alta Wealth Advisors sold out of CVS Health (CVS) in Q2 2023, closing a stake of 14,932 shares — an estimated $1.11M sold.

Alta Wealth Advisors first reported a position in CVS in Q1 2023 and held it in 1 quarter. The position peaked at $1.11M in Q1 2023. 2,206 funds tracked by Wall St. Rank hold CVS as of Q2 2023.

Alta Wealth Advisors reported no remaining CVS Health position as of Q2 2023 after selling out during the quarter.
Alta Wealth Advisors sold 14,932 CVS Health shares in Q2 2023, an estimated $1.11M.
Alta Wealth Advisors first reported a position in CVS Health in Q1 2023 and held it in 1 quarter.
Alta Wealth Advisors's CVS Health position peaked at $1.11M in Q1 2023.
2,206 funds tracked by Wall St. Rank held CVS Health as of Q2 2023.

Based on Alta Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.