Beacon Pointe Wealth Advisors’s CVS Health CVS Stock Holding History

Beacon Pointe 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
2019 Q4	$209K	Buy	+2,813	New	+$198K	0.04%	256

Other funds holding CVS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beacon Pointe Wealth Advisors's CVS Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in CVS Health (CVS) in Q4 2019: 2,813 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #256 among its holdings.

1,843 funds tracked by Wall St. Rank hold CVS as of Q4 2019.

Beacon Pointe Wealth Advisors held 2,813 shares of CVS Health worth $209K as of Q4 2019.
CVS Health was a new Beacon Pointe Wealth Advisors position in Q4 2019.
CVS Health made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #256 holding.
1,843 funds tracked by Wall St. Rank held CVS Health as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.