Briggs Advisory Group’s CVS Health CVS Stock Holding History

Briggs Advisory Group’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	-2,414	Closed	-$225K	–	57
2022 Q4	$225K	Buy	+2,414	New	+$233K	0.14%	51
2022 Q3	–	Sell	-3,178	Closed	-$294K	–	48
2022 Q2	$294K	Buy	+3,178	New	+$310K	0.21%	44

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Briggs Advisory Group's CVS Position: Q1 2023 in Review

Briggs Advisory Group sold out of CVS Health (CVS) in Q1 2023, closing a stake of 2,414 shares — an estimated $225K sold.

Briggs Advisory Group first reported a position in CVS in Q2 2022 and held it in 2 quarters. The position peaked at $294K in Q2 2022. 2,267 funds tracked by Wall St. Rank hold CVS as of Q1 2023.

Briggs Advisory Group reported no remaining CVS Health position as of Q1 2023 after selling out during the quarter.
Briggs Advisory Group sold 2,414 CVS Health shares in Q1 2023, an estimated $225K.
Briggs Advisory Group first reported a position in CVS Health in Q2 2022 and held it in 2 quarters.
Briggs Advisory Group's CVS Health position peaked at $294K in Q2 2022.
2,267 funds tracked by Wall St. Rank held CVS Health as of Q1 2023.

Based on Briggs Advisory Group's 13F filing for Q1 2023, filed 5 May 2023.