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FourThought Financial Partners’s CVS Health CVS Stock Holding History

FourThought Financial Partners’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
2024
Q2 		– Sell
-5,334
Closed -$425K – 218
2024
Q1 		$425K Sell
5,334
-1,212
-19% -$92.6K 0.05% 210
2023
Q4 		$517K Buy
6,546
+599
+10% +$42.6K 0.06% 196
2023
Q3 		$415K Sell
5,947
-64
-1% -$4.54K 0.06% 203
2023
Q2 		$416K Buy
6,011
+57
+1% +$4.06K 0.05% 211
2023
Q1 		$442K Buy
5,954
+485
+9% +$40.7K 0.06% 200
2022
Q4 		$510K Buy
+5,469
New +$528K 0.07% 181

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FourThought Financial Partners's CVS Position: Q2 2024 in Review

FourThought Financial Partners sold out of CVS Health (CVS) in Q2 2024, closing a stake of 5,334 shares — an estimated $425K sold.

FourThought Financial Partners first reported a position in CVS in Q4 2022 and held it in 6 quarters. The position peaked at $517K in Q4 2023. 1,911 funds tracked by Wall St. Rank hold CVS as of Q2 2024.

  • FourThought Financial Partners reported no remaining CVS Health position as of Q2 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 5,334 CVS Health shares in Q2 2024, an estimated $425K.
  • FourThought Financial Partners first reported a position in CVS Health in Q4 2022 and held it in 6 quarters.
  • FourThought Financial Partners's CVS Health position peaked at $517K in Q4 2023.
  • 1,911 funds tracked by Wall St. Rank held CVS Health as of Q2 2024.

Based on FourThought Financial Partners's 13F filing for Q2 2024, filed 13 Aug 2024.