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MPS Loria Financial Planners’s CVS Health CVS Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-1,205
Closed -$90K – 215
2021
Q1 		$90K Buy
1,205
+7
+0.6% +$510 0.04% 124
2020
Q4 		$84K Buy
1,198
+92
+8% +$5.98K 0.04% 125
2020
Q3 		$65K Buy
1,106
+8
+0.7% +$498 0.03% 130
2020
Q2 		$71K Buy
+1,098
New +$69.1K 0.04% 125
2017
Q3 		– Sell
-1,500
Closed -$119K – 144
2017
Q2 		$119K Buy
+1,500
New +$118K 0.08% 102

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPS Loria Financial Planners's CVS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of CVS Health (CVS) in Q2 2021, closing a stake of 1,205 shares — an estimated $90K sold.

MPS Loria Financial Planners first reported a position in CVS in Q2 2017 and held it in 5 quarters. The position peaked at $119K in Q2 2017. 2,064 funds tracked by Wall St. Rank hold CVS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining CVS Health position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,205 CVS Health shares in Q2 2021, an estimated $90K.
  • MPS Loria Financial Planners first reported a position in CVS Health in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's CVS Health position peaked at $119K in Q2 2017.
  • 2,064 funds tracked by Wall St. Rank held CVS Health as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.