PS
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Planned Solutions’s CVS Health CVS Stock Holding History

Planned Solutions’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
Q4 		– Sell
-17
Closed -$1.07K – 227
2024
Q3 		$1.07K Buy
+17
New +$992 ﹤0.01% 584
2024
Q1 		– Sell
-17
Closed -$1.34K – 192
2023
Q4 		$1.34K Buy
+17
New +$1.21K ﹤0.01% 522
2021
Q1 		– Sell
-1,263
Closed -$86K – 138
2020
Q4 		$86K Hold
1,263
– – 0.07% 118
2020
Q3 		$74K Buy
+1,263
New +$78.6K 0.07% 107

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planned Solutions's CVS Position: Q4 2024 in Review

Planned Solutions sold out of CVS Health (CVS) in Q4 2024, closing a stake of 17 shares — an estimated $1.07K sold.

Planned Solutions first reported a position in CVS in Q3 2020 and held it in 4 quarters. The position peaked at $86K in Q4 2020. 1,668 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

  • Planned Solutions reported no remaining CVS Health position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 17 CVS Health shares in Q4 2024, an estimated $1.07K.
  • Planned Solutions first reported a position in CVS Health in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's CVS Health position peaked at $86K in Q4 2020.
  • 1,668 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.