Clarfeld Financial Advisors’s CVS Health CVS Stock Holding History

Clarfeld Financial 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
2018 Q4	$233K	Buy	+3,556	New	+$265K	0.19%	42

Other funds holding CVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarfeld Financial Advisors's CVS Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in CVS Health (CVS) in Q4 2018: 3,556 shares worth $233K. The stake represents 0.19% of the portfolio and ranks #42 among its holdings.

1,780 funds tracked by Wall St. Rank hold CVS as of Q4 2018.

Clarfeld Financial Advisors held 3,556 shares of CVS Health worth $233K as of Q4 2018.
CVS Health was a new Clarfeld Financial Advisors position in Q4 2018.
CVS Health made up 0.19% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #42 holding.
1,780 funds tracked by Wall St. Rank held CVS Health as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.