Boulder Wealth Advisors’s CVS Health CVS Stock Holding History

Boulder 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
2022 Q4	$10K	Buy	+106	New	+$10.2K	0.01%	73

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boulder Wealth Advisors's CVS Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in CVS Health (CVS) in Q4 2022: 106 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #73 among its holdings.

2,406 funds tracked by Wall St. Rank hold CVS as of Q4 2022.

Boulder Wealth Advisors held 106 shares of CVS Health worth $10K as of Q4 2022.
CVS Health was a new Boulder Wealth Advisors position in Q4 2022.
CVS Health made up 0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #73 holding.
2,406 funds tracked by Wall St. Rank held CVS Health as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.