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Peterson Financial Group’s CVS Health CVS Stock Holding History

Peterson Financial Group’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
Q3 		$7.93K Buy
+126
New +$7.35K 0.03% 239

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peterson Financial Group's CVS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in CVS Health (CVS) in Q3 2024: 126 shares worth $7.93K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings.

1,841 funds tracked by Wall St. Rank hold CVS as of Q3 2024.

  • Peterson Financial Group held 126 shares of CVS Health worth $7.93K as of Q3 2024.
  • CVS Health was a new Peterson Financial Group position in Q3 2024.
  • CVS Health made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #239 holding.
  • 1,841 funds tracked by Wall St. Rank held CVS Health as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.