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Professional Financial Advisors’s CVS Health CVS Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-100
Closed -$10K – 152
2022
Q3 		$10K Hold
100
– – 0.01% 287
2022
Q2 		$9K Hold
100
– – 0.01% 304
2022
Q1 		$10K Hold
100
– – ﹤0.01% 308
2021
Q4 		$10K Hold
100
– – ﹤0.01% 310
2021
Q3 		$8K Hold
100
– – ﹤0.01% 282
2021
Q2 		$8K Hold
100
– – ﹤0.01% 291
2021
Q1 		$8K Hold
100
– – 0.01% 258
2020
Q4 		$7K Hold
100
– – 0.01% 264
2020
Q3 		$6K Buy
+100
New +$6.22K 0.01% 249

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Professional Financial Advisors's CVS Position: Q4 2022 in Review

Professional Financial Advisors sold out of CVS Health (CVS) in Q4 2022, closing a stake of 100 shares — an estimated $10K sold.

Professional Financial Advisors first reported a position in CVS in Q3 2020 and held it in 9 quarters. The position peaked at $10K in Q3 2022. 2,405 funds tracked by Wall St. Rank hold CVS as of Q4 2022.

  • Professional Financial Advisors reported no remaining CVS Health position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 100 CVS Health shares in Q4 2022, an estimated $10K.
  • Professional Financial Advisors first reported a position in CVS Health in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's CVS Health position peaked at $10K in Q3 2022.
  • 2,405 funds tracked by Wall St. Rank held CVS Health as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.