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CFM Wealth Partners’s CVS Health CVS Stock Holding History

CFM Wealth Partners’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
Q2 		– Sell
-2,007
Closed -$203K – 165
2022
Q1 		$203K Sell
2,007
-35
-2% -$3.68K 0.05% 181
2021
Q4 		$213K Buy
+2,042
New +$189K 0.05% 176
2020
Q3 		– Sell
-1,385
Closed -$89K – 230
2020
Q2 		$89K Sell
1,385
-636
-31% -$40K 0.03% 213
2020
Q1 		$120K Hold
2,021
– – 0.06% 177
2019
Q4 		$154K Buy
+2,021
New +$142K 0.06% 166

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

CFM Wealth Partners's CVS Position: Q2 2022 in Review

CFM Wealth Partners sold out of CVS Health (CVS) in Q2 2022, closing a stake of 2,007 shares — an estimated $203K sold.

CFM Wealth Partners first reported a position in CVS in Q4 2019 and held it in 5 quarters. The position peaked at $213K in Q4 2021. 2,307 funds tracked by Wall St. Rank hold CVS as of Q2 2022.

  • CFM Wealth Partners reported no remaining CVS Health position as of Q2 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 2,007 CVS Health shares in Q2 2022, an estimated $203K.
  • CFM Wealth Partners first reported a position in CVS Health in Q4 2019 and held it in 5 quarters.
  • CFM Wealth Partners's CVS Health position peaked at $213K in Q4 2021.
  • 2,307 funds tracked by Wall St. Rank held CVS Health as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.