Pinnacle Wealth Advisors’s CVS Health CVS Stock Holding History

Pinnacle 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
2021 Q2	$15M	Buy	+179,389	New	+$14.7M	0.61%	46

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Advisors's CVS Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in CVS Health (CVS) in Q2 2021: 179,389 shares worth $15M. The stake represents 0.61% of the portfolio and ranks #46 among its holdings.

2,064 funds tracked by Wall St. Rank hold CVS as of Q2 2021.

Pinnacle Wealth Advisors held 179,389 shares of CVS Health worth $15M as of Q2 2021.
CVS Health was a new Pinnacle Wealth Advisors position in Q2 2021.
CVS Health made up 0.61% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #46 holding.
2,064 funds tracked by Wall St. Rank held CVS Health as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.