Emerson Wealth’s CVS Health CVS Stock Holding History

Emerson Wealth’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 Q2	$120K	Hold	1,291	–	–	0.08%	25
2022 Q1	$131K	Buy	+1,291	New	+$136K	0.07%	25

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Emerson Wealth's CVS Position: Q2 2022 in Review

Emerson Wealth held its CVS Health (CVS) position steady in Q2 2022 at 1,291 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #25.

Emerson Wealth first reported a position in CVS in Q1 2022 and has held it in 2 quarters since. The position peaked at $131K in Q1 2022. 2,307 funds tracked by Wall St. Rank hold CVS as of Q2 2022.

Emerson Wealth held 1,291 shares of CVS Health worth $120K as of Q2 2022.
Emerson Wealth left its CVS Health share count unchanged in Q2 2022.
CVS Health made up 0.08% of Emerson Wealth's portfolio in Q2 2022, its #25 holding.
Emerson Wealth first reported a position in CVS Health in Q1 2022 and has held it in 2 quarters since.
Emerson Wealth's CVS Health position peaked at $131K in Q1 2022.
2,307 funds tracked by Wall St. Rank held CVS Health as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.