CG
CVS icon

CFO4Life Group’s CVS Health CVS Stock Holding History

CFO4Life 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
-6,769
Closed -$631K – 168
2022
Q4 		$631K Buy
6,769
+248
+4% +$23.9K 0.13% 92
2022
Q3 		$622K Buy
+6,521
New +$645K 0.17% 67
2020
Q1 		– Sell
-6,583
Closed -$489K – 124
2019
Q4 		$489K Buy
+6,583
New +$462K 0.21% 71
2017
Q2 		– Sell
-4,100
Closed -$322K – 89
2017
Q1 		$322K Buy
+4,100
New +$327K 0.29% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CFO4Life Group's CVS Position: Q1 2023 in Review

CFO4Life Group sold out of CVS Health (CVS) in Q1 2023, closing a stake of 6,769 shares — an estimated $631K sold.

CFO4Life Group first reported a position in CVS in Q1 2017 and held it in 4 quarters. The position peaked at $631K in Q4 2022. 2,268 funds tracked by Wall St. Rank hold CVS as of Q1 2023.

  • CFO4Life Group reported no remaining CVS Health position as of Q1 2023 after selling out during the quarter.
  • CFO4Life Group sold 6,769 CVS Health shares in Q1 2023, an estimated $631K.
  • CFO4Life Group first reported a position in CVS Health in Q1 2017 and held it in 4 quarters.
  • CFO4Life Group's CVS Health position peaked at $631K in Q4 2022.
  • 2,268 funds tracked by Wall St. Rank held CVS Health as of Q1 2023.

Based on CFO4Life Group's 13F filing for Q1 2023, filed 3 May 2023.