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Better Money Decisions’s CVS Health CVS Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-10
Closed -$1K – 139
2022
Q2 		$1K Buy
+10
New +$976 ﹤0.01% 442
2021
Q4 		– Sell
-164
Closed -$14K – 182
2021
Q3 		$14K Buy
164
+1
+0.6% +$84 0.01% 332
2021
Q2 		$14K Buy
163
+1
+0.6% +$82 0.01% 320
2021
Q1 		$12K Buy
+162
New +$11.8K 0.01% 295

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Better Money Decisions's CVS Position: Q3 2022 in Review

Better Money Decisions sold out of CVS Health (CVS) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Better Money Decisions first reported a position in CVS in Q1 2021 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 2,324 funds tracked by Wall St. Rank hold CVS as of Q3 2022.

  • Better Money Decisions reported no remaining CVS Health position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 10 CVS Health shares in Q3 2022, an estimated $1K.
  • Better Money Decisions first reported a position in CVS Health in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's CVS Health position peaked at $14K in Q3 2021.
  • 2,324 funds tracked by Wall St. Rank held CVS Health as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.