HFA
CVS icon

Hoover Financial Advisors’s CVS Health CVS Stock Holding History

Hoover Financial 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
2021
Q2 		$14K Hold
171
– – ﹤0.01% 435
2021
Q1 		$14K Sell
171
-94
-35% -$6.85K ﹤0.01% 393
2020
Q4 		$20K Buy
+265
New +$17.2K 0.01% 330
2020
Q3 		– Sell
-490
Closed -$32K – 257
2020
Q2 		$32K Buy
+490
New +$30.9K 0.01% 230

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hoover Financial Advisors's CVS Position: Q2 2021 in Review

Hoover Financial Advisors held its CVS Health (CVS) position steady in Q2 2021 at 171 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Hoover Financial Advisors first reported a position in CVS in Q2 2020 and has held it in 4 quarters since. The position peaked at $32K in Q2 2020. 2,065 funds tracked by Wall St. Rank hold CVS as of Q2 2021.

  • Hoover Financial Advisors held 171 shares of CVS Health worth $14K as of Q2 2021.
  • Hoover Financial Advisors left its CVS Health share count unchanged in Q2 2021.
  • CVS Health made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #435 holding.
  • Hoover Financial Advisors first reported a position in CVS Health in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's CVS Health position peaked at $32K in Q2 2020.
  • 2,065 funds tracked by Wall St. Rank held CVS Health as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.