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Paces Ferry Wealth Advisors’s CVS Health CVS Stock Holding History

Paces Ferry 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
Q4 		– Sell
-250
Closed -$15K – 352
2020
Q3 		$15K Buy
+250
New +$15.6K 0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Paces Ferry Wealth Advisors's CVS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of CVS Health (CVS) in Q4 2020, closing a stake of 250 shares — an estimated $15K sold.

Paces Ferry Wealth Advisors first reported a position in CVS in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 1,972 funds tracked by Wall St. Rank hold CVS as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining CVS Health position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 250 CVS Health shares in Q4 2020, an estimated $15K.
  • Paces Ferry Wealth Advisors first reported a position in CVS Health in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's CVS Health position peaked at $15K in Q3 2020.
  • 1,972 funds tracked by Wall St. Rank held CVS Health as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.