RVW Wealth’s CVS Health CVS Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-477	Closed	-$33.3K	–	197
2023 Q3	$33.3K	Buy	+477	New	+$33.8K	﹤0.01%	274

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RVW Wealth's CVS Position: Q4 2023 in Review

RVW Wealth sold out of CVS Health (CVS) in Q4 2023, closing a stake of 477 shares — an estimated $33.3K sold.

RVW Wealth first reported a position in CVS in Q3 2023 and held it in 1 quarter. The position peaked at $33.3K in Q3 2023. 2,257 funds tracked by Wall St. Rank hold CVS as of Q4 2023.

RVW Wealth reported no remaining CVS Health position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 477 CVS Health shares in Q4 2023, an estimated $33.3K.
RVW Wealth first reported a position in CVS Health in Q3 2023 and held it in 1 quarter.
RVW Wealth's CVS Health position peaked at $33.3K in Q3 2023.
2,257 funds tracked by Wall St. Rank held CVS Health as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.