Divergent Wealth Advisors’s CVS Health CVS Stock Holding History

Divergent 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
2018 Q2	–	Sell	-10	Closed	-$1K	–	144
2018 Q1	$1K	Buy	+10	New	+$717	﹤0.01%	167

Other funds holding CVS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Divergent Wealth Advisors's CVS Position: Q2 2018 in Review

Divergent Wealth Advisors sold out of CVS Health (CVS) in Q2 2018, closing a stake of 10 shares — an estimated $1K sold.

Divergent Wealth Advisors first reported a position in CVS in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 1,572 funds tracked by Wall St. Rank hold CVS as of Q2 2018.

Divergent Wealth Advisors reported no remaining CVS Health position as of Q2 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 10 CVS Health shares in Q2 2018, an estimated $1K.
Divergent Wealth Advisors first reported a position in CVS Health in Q1 2018 and held it in 1 quarter.
Divergent Wealth Advisors's CVS Health position peaked at $1K in Q1 2018.
1,572 funds tracked by Wall St. Rank held CVS Health as of Q2 2018.

Based on Divergent Wealth Advisors's 13F filing for Q2 2018, filed 10 Jul 2018.