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Clear Perspectives Financial Planning’s CVS Health CVS Stock Holding History

Clear Perspectives Financial Planning’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
-211
Closed -$19.7K – 205
2022
Q4 		$19.7K Buy
+211
New +$20.4K 0.01% 123

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

Clear Perspectives Financial Planning's CVS Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of CVS Health (CVS) in Q1 2023, closing a stake of 211 shares — an estimated $19.7K sold.

Clear Perspectives Financial Planning first reported a position in CVS in Q4 2022 and held it in 1 quarter. The position peaked at $19.7K in Q4 2022. 2,267 funds tracked by Wall St. Rank hold CVS as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining CVS Health position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 211 CVS Health shares in Q1 2023, an estimated $19.7K.
  • Clear Perspectives Financial Planning first reported a position in CVS Health in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's CVS Health position peaked at $19.7K in Q4 2022.
  • 2,267 funds tracked by Wall St. Rank held CVS Health as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.