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Milestone Wealth’s CVS Health CVS Stock Holding History

Milestone Wealth’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
Q3 		$19K Hold
202
– – 0.02% 148
2022
Q2 		$19K Hold
202
– – 0.02% 144
2022
Q1 		$21K Hold
202
– – 0.02% 179
2021
Q4 		$21K Buy
+202
New +$18.7K 0.02% 179

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Milestone Wealth's CVS Position: Q3 2022 in Review

Milestone Wealth held its CVS Health (CVS) position steady in Q3 2022 at 202 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #148.

Milestone Wealth first reported a position in CVS in Q4 2021 and has held it in 4 quarters since. The position peaked at $21K in Q1 2022. 2,327 funds tracked by Wall St. Rank hold CVS as of Q3 2022.

  • Milestone Wealth held 202 shares of CVS Health worth $19K as of Q3 2022.
  • Milestone Wealth left its CVS Health share count unchanged in Q3 2022.
  • CVS Health made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #148 holding.
  • Milestone Wealth first reported a position in CVS Health in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's CVS Health position peaked at $21K in Q1 2022.
  • 2,327 funds tracked by Wall St. Rank held CVS Health as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.