GWA
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Guidant Wealth Advisors’s CVS Health CVS Stock Holding History

Guidant 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
2019
Q1 		– Sell
-125
Closed -$8K – 267
2018
Q4 		$8K Hold
125
– – ﹤0.01% 203
2018
Q3 		$9K Hold
125
– – ﹤0.01% 147
2018
Q2 		$8K Hold
125
– – ﹤0.01% 153
2018
Q1 		$7K Hold
125
– – ﹤0.01% 158
2017
Q4 		$9K Hold
125
– – ﹤0.01% 151
2017
Q3 		$9K Hold
125
– – 0.01% 160
2017
Q2 		$9K Hold
125
– – ﹤0.01% 200
2017
Q1 		$9K Hold
125
– – ﹤0.01% 177
2016
Q4 		$10K Hold
125
– – 0.01% 161
2016
Q3 		$11K Buy
+125
New +$11.8K 0.01% 151

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guidant Wealth Advisors's CVS Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of CVS Health (CVS) in Q1 2019, closing a stake of 125 shares — an estimated $8K sold.

Guidant Wealth Advisors first reported a position in CVS in Q3 2016 and held it in 10 quarters. The position peaked at $11K in Q3 2016. 1,707 funds tracked by Wall St. Rank hold CVS as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining CVS Health position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 125 CVS Health shares in Q1 2019, an estimated $8K.
  • Guidant Wealth Advisors first reported a position in CVS Health in Q3 2016 and held it in 10 quarters.
  • Guidant Wealth Advisors's CVS Health position peaked at $11K in Q3 2016.
  • 1,707 funds tracked by Wall St. Rank held CVS Health as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.