Moser Wealth Advisors’s CVS Health CVS Stock Holding History

Moser 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
2020 Q1	–	Sell	-21	Closed	-$2K	–	126
2019 Q4	$2K	Buy	+21	New	+$1.48K	﹤0.01%	136

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Moser Wealth Advisors's CVS Position: Q1 2020 in Review

Moser Wealth Advisors sold out of CVS Health (CVS) in Q1 2020, closing a stake of 21 shares — an estimated $2K sold.

Moser Wealth Advisors first reported a position in CVS in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 1,817 funds tracked by Wall St. Rank hold CVS as of Q1 2020.

Moser Wealth Advisors reported no remaining CVS Health position as of Q1 2020 after selling out during the quarter.
Moser Wealth Advisors sold 21 CVS Health shares in Q1 2020, an estimated $2K.
Moser Wealth Advisors first reported a position in CVS Health in Q4 2019 and held it in 1 quarter.
Moser Wealth Advisors's CVS Health position peaked at $2K in Q4 2019.
1,817 funds tracked by Wall St. Rank held CVS Health as of Q1 2020.

Based on Moser Wealth Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.