MFA Wealth Advisors’s CVS Health CVS Stock Holding History

MFA Wealth 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
2024 Q4	–	Sell	-215	Closed	-$13.5K	–	141
2024 Q3	$13.5K	Sell	215 -577	-73%	-$33.7K	﹤0.01%	299
2024 Q2	$46.8K	Buy	+792	New	+$49.5K	0.01%	187
2024 Q1	–	Sell	-5,792	Closed	-$457K	–	87
2023 Q4	$457K	Buy	+5,792	New	+$412K	0.13%	68
2020 Q3	–	Sell	-683	Closed	-$44.4K	–	72
2020 Q2	$44.4K	Buy	+683	New	+$43K	0.03%	78

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MFA Wealth Advisors's CVS Position: Q4 2024 in Review

MFA Wealth Advisors sold out of CVS Health (CVS) in Q4 2024, closing a stake of 215 shares — an estimated $13.5K sold.

MFA Wealth Advisors first reported a position in CVS in Q2 2020 and held it in 4 quarters. The position peaked at $457K in Q4 2023. 1,668 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

MFA Wealth Advisors reported no remaining CVS Health position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 215 CVS Health shares in Q4 2024, an estimated $13.5K.
MFA Wealth Advisors first reported a position in CVS Health in Q2 2020 and held it in 4 quarters.
MFA Wealth Advisors's CVS Health position peaked at $457K in Q4 2023.
1,668 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.