Insight Wealth Strategies’s CVS Health CVS Stock Holding History

Insight Wealth Strategies’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 Q1	–	Sell	-22,255	Closed	-$1.76M	–	167
2023 Q4	$1.76M	Buy	22,255 +3,373	+18%	+$240K	0.28%	85
2023 Q3	$1.32M	Buy	18,882 +2,390	+14%	+$169K	0.25%	84
2023 Q2	$1.14M	Buy	16,492 +237	+1%	+$16.9K	0.22%	86
2023 Q1	$1.21M	Buy	16,255 +254	+2%	+$21.3K	0.24%	79
2022 Q4	$1.49M	Buy	16,001 +337	+2%	+$32.5K	0.29%	58
2022 Q3	$1.45M	Hold	15,664	–	–	0.27%	60
2022 Q2	$1.45M	Buy	+15,664	New	+$1.53M	0.27%	60
2021 Q2	–	Sell	-3,710	Closed	-$279K	–	198
2021 Q1	$279K	Buy	3,710 +36	+1%	+$2.62K	0.04%	184
2020 Q4	$251K	Sell	3,674 -511	-12%	-$33.2K	0.04%	192
2020 Q3	$244K	Buy	4,185 +519	+14%	+$32.3K	0.05%	173
2020 Q2	$238K	Buy	3,666 +165	+5%	+$10.4K	0.05%	151
2020 Q1	$208K	Buy	+3,501	New	+$234K	0.06%	140

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Insight Wealth Strategies's CVS Position: Q1 2024 in Review

Insight Wealth Strategies sold out of CVS Health (CVS) in Q1 2024, closing a stake of 22,255 shares — an estimated $1.76M sold.

Insight Wealth Strategies first reported a position in CVS in Q1 2020 and held it in 12 quarters. The position peaked at $1.76M in Q4 2023. 2,176 funds tracked by Wall St. Rank hold CVS as of Q1 2024.

Insight Wealth Strategies reported no remaining CVS Health position as of Q1 2024 after selling out during the quarter.
Insight Wealth Strategies sold 22,255 CVS Health shares in Q1 2024, an estimated $1.76M.
Insight Wealth Strategies first reported a position in CVS Health in Q1 2020 and held it in 12 quarters.
Insight Wealth Strategies's CVS Health position peaked at $1.76M in Q4 2023.
2,176 funds tracked by Wall St. Rank held CVS Health as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.