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Danda Trouve Investment Management’s CVS Health CVS Stock Holding History

Danda Trouve Investment Management’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
2021
Q1 		– Sell
-25
Closed -$2K – 136
2020
Q4 		$2K Buy
+25
New +$1.63K ﹤0.01% 157
2020
Q3 		– Sell
-215
Closed -$14K – 144
2020
Q2 		$14K Sell
215
-509
-70% -$32.1K 0.02% 88
2020
Q1 		$43K Buy
724
+229
+46% +$15.3K 0.09% 53
2019
Q4 		$37K Buy
+495
New +$34.8K 0.05% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Danda Trouve Investment Management's CVS Position: Q1 2021 in Review

Danda Trouve Investment Management sold out of CVS Health (CVS) in Q1 2021, closing a stake of 25 shares — an estimated $2K sold.

Danda Trouve Investment Management first reported a position in CVS in Q4 2019 and held it in 4 quarters. The position peaked at $43K in Q1 2020. 2,032 funds tracked by Wall St. Rank hold CVS as of Q1 2021.

  • Danda Trouve Investment Management reported no remaining CVS Health position as of Q1 2021 after selling out during the quarter.
  • Danda Trouve Investment Management sold 25 CVS Health shares in Q1 2021, an estimated $2K.
  • Danda Trouve Investment Management first reported a position in CVS Health in Q4 2019 and held it in 4 quarters.
  • Danda Trouve Investment Management's CVS Health position peaked at $43K in Q1 2020.
  • 2,032 funds tracked by Wall St. Rank held CVS Health as of Q1 2021.

Based on Danda Trouve Investment Management's 13F filing for Q1 2021, filed 4 May 2021.