McGlone Suttner Wealth Management’s CVS Health CVS Stock Holding History

McGlone Suttner Wealth Management’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	-291	Closed	-$22.9K	–	300
2023 Q4	$22.9K	Buy	+291	New	+$20.7K	﹤0.01%	407
2023 Q2	–	Sell	-3,926	Closed	-$292K	–	153
2023 Q1	$292K	Buy	3,926 +103	+3%	+$8.64K	0.08%	107
2022 Q4	$356K	Buy	+3,823	New	+$369K	0.11%	86

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

McGlone Suttner Wealth Management's CVS Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of CVS Health (CVS) in Q1 2024, closing a stake of 291 shares — an estimated $22.9K sold.

McGlone Suttner Wealth Management first reported a position in CVS in Q4 2022 and held it in 3 quarters. The position peaked at $356K in Q4 2022. 2,177 funds tracked by Wall St. Rank hold CVS as of Q1 2024.

McGlone Suttner Wealth Management reported no remaining CVS Health position as of Q1 2024 after selling out during the quarter.
McGlone Suttner Wealth Management sold 291 CVS Health shares in Q1 2024, an estimated $22.9K.
McGlone Suttner Wealth Management first reported a position in CVS Health in Q4 2022 and held it in 3 quarters.
McGlone Suttner Wealth Management's CVS Health position peaked at $356K in Q4 2022.
2,177 funds tracked by Wall St. Rank held CVS Health as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.