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Clearview Wealth Advisors’s CVS Health CVS Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-15
Closed -$1.04K – 224
2023
Q2 		$1.04K Hold
15
– – ﹤0.01% 601
2023
Q1 		$1.11K Hold
15
– – ﹤0.01% 572
2022
Q4 		$1.4K Hold
15
– – ﹤0.01% 506
2022
Q3 		$1K Hold
15
– – ﹤0.01% 519
2022
Q2 		$1K Hold
15
– – ﹤0.01% 525
2022
Q1 		$2K Hold
15
– – ﹤0.01% 515
2021
Q4 		$2K Hold
15
– – ﹤0.01% 580
2021
Q3 		$1K Hold
15
– – ﹤0.01% 613
2021
Q2 		$1K Hold
15
– – ﹤0.01% 608
2021
Q1 		$1K Buy
+15
New +$1.09K ﹤0.01% 576

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's CVS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of CVS Health (CVS) in Q3 2023, closing a stake of 15 shares — an estimated $1.04K sold.

Clearview Wealth Advisors first reported a position in CVS in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 2,113 funds tracked by Wall St. Rank hold CVS as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining CVS Health position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 15 CVS Health shares in Q3 2023, an estimated $1.04K.
  • Clearview Wealth Advisors first reported a position in CVS Health in Q1 2021 and held it in 10 quarters.
  • Clearview Wealth Advisors's CVS Health position peaked at $2K in Q1 2022.
  • 2,113 funds tracked by Wall St. Rank held CVS Health as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.