AFIA
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America First Investment Advisors’s CVS Health CVS Stock Holding History

America First Investment 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
Q1 		– Sell
-190
Closed -$18K – 102
2022
Q4 		$18K Buy
+190
New +$18.3K 0.01% 69
2018
Q1 		– Sell
-50
Closed -$4K – 107
2017
Q4 		$4K Buy
+50
New +$3.63K ﹤0.01% 110
2017
Q2 		– Sell
-275
Closed -$22K – 115
2017
Q1 		$22K Buy
+275
New +$22K 0.01% 99

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

America First Investment Advisors's CVS Position: Q1 2023 in Review

America First Investment Advisors sold out of CVS Health (CVS) in Q1 2023, closing a stake of 190 shares — an estimated $18K sold.

America First Investment Advisors first reported a position in CVS in Q1 2017 and held it in 3 quarters. The position peaked at $22K in Q1 2017. 2,267 funds tracked by Wall St. Rank hold CVS as of Q1 2023.

  • America First Investment Advisors reported no remaining CVS Health position as of Q1 2023 after selling out during the quarter.
  • America First Investment Advisors sold 190 CVS Health shares in Q1 2023, an estimated $18K.
  • America First Investment Advisors first reported a position in CVS Health in Q1 2017 and held it in 3 quarters.
  • America First Investment Advisors's CVS Health position peaked at $22K in Q1 2017.
  • 2,267 funds tracked by Wall St. Rank held CVS Health as of Q1 2023.

Based on America First Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.