AIFAIM
CVS icon

American Institute for Advanced Investment Management’s CVS Health CVS Stock Holding History

American Institute for Advanced Investment 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
2023
Q1 		– Sell
-2,197
Closed -$205K – 104
2022
Q4 		$205K Hold
2,197
– – 0.19% 103
2022
Q3 		$210K Buy
+2,197
New +$217K 0.2% 97

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

American Institute for Advanced Investment Management's CVS Position: Q1 2023 in Review

American Institute for Advanced Investment Management sold out of CVS Health (CVS) in Q1 2023, closing a stake of 2,197 shares — an estimated $205K sold.

American Institute for Advanced Investment Management first reported a position in CVS in Q3 2022 and held it in 2 quarters. The position peaked at $210K in Q3 2022. 2,269 funds tracked by Wall St. Rank hold CVS as of Q1 2023.

  • American Institute for Advanced Investment Management reported no remaining CVS Health position as of Q1 2023 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 2,197 CVS Health shares in Q1 2023, an estimated $205K.
  • American Institute for Advanced Investment Management first reported a position in CVS Health in Q3 2022 and held it in 2 quarters.
  • American Institute for Advanced Investment Management's CVS Health position peaked at $210K in Q3 2022.
  • 2,269 funds tracked by Wall St. Rank held CVS Health as of Q1 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2023, filed 28 Apr 2023.