Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s CVS Health CVS Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-262
Closed -$18.3K – 132
2023
Q3 		$18.3K Buy
+262
New +$18.6K ﹤0.01% 275

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Capital World Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CVS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of CVS Health (CVS) in Q4 2023, closing a stake of 262 shares — an estimated $18.3K sold.

Legacy Financial Group (Iowa) first reported a position in CVS in Q3 2023 and held it in 1 quarter. The position peaked at $18.3K in Q3 2023. 2,257 funds tracked by Wall St. Rank hold CVS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining CVS Health position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 262 CVS Health shares in Q4 2023, an estimated $18.3K.
  • Legacy Financial Group (Iowa) first reported a position in CVS Health in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s CVS Health position peaked at $18.3K in Q3 2023.
  • 2,257 funds tracked by Wall St. Rank held CVS Health as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.