LIG
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Lokken Investment Group’s CVS Health CVS Stock Holding History

Lokken Investment Group’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
2022
Q4 		– Sell
-2,187
Closed -$209K – 125
2022
Q3 		$209K Buy
+2,187
New +$216K 0.18% 103

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lokken Investment Group's CVS Position: Q4 2022 in Review

Lokken Investment Group sold out of CVS Health (CVS) in Q4 2022, closing a stake of 2,187 shares — an estimated $209K sold.

Lokken Investment Group first reported a position in CVS in Q3 2022 and held it in 1 quarter. The position peaked at $209K in Q3 2022. 2,406 funds tracked by Wall St. Rank hold CVS as of Q4 2022.

  • Lokken Investment Group reported no remaining CVS Health position as of Q4 2022 after selling out during the quarter.
  • Lokken Investment Group sold 2,187 CVS Health shares in Q4 2022, an estimated $209K.
  • Lokken Investment Group first reported a position in CVS Health in Q3 2022 and held it in 1 quarter.
  • Lokken Investment Group's CVS Health position peaked at $209K in Q3 2022.
  • 2,406 funds tracked by Wall St. Rank held CVS Health as of Q4 2022.

Based on Lokken Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.