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Dixon Hughes Goodman Wealth Advisors’s CVS Health CVS Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$194K Buy
1,918
+1,753
+1,062% +$184K 0.06% 173
2021
Q4 		$17K Buy
+165
New +$15.2K 0.01% 400

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Dixon Hughes Goodman Wealth Advisors's CVS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its CVS Health (CVS) stake by 1,062% in Q1 2022, buying an estimated $184K and bringing the position to 1,918 shares worth $194K. The position accounts for 0.06% of the portfolio, ranked #173.

Dixon Hughes Goodman Wealth Advisors first reported a position in CVS in Q4 2021 and has held it in 2 quarters since. 2,365 funds tracked by Wall St. Rank hold CVS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,918 shares of CVS Health worth $194K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,753 CVS Health shares in Q1 2022, an estimated $184K.
  • CVS Health made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #173 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in CVS Health in Q4 2021 and has held it in 2 quarters since.
  • 2,365 funds tracked by Wall St. Rank held CVS Health as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.