SWP
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ShoreHaven Wealth Partners’s CVS Health CVS Stock Holding History

ShoreHaven Wealth Partners’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 		– Sell
-808
Closed -$61K – 109
2021
Q1 		$61K Buy
808
+436
+117% +$31.8K 0.03% 106
2020
Q4 		$25K Buy
+372
New +$24.2K 0.01% 142

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ShoreHaven Wealth Partners's CVS Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of CVS Health (CVS) in Q2 2021, closing a stake of 808 shares — an estimated $61K sold.

ShoreHaven Wealth Partners first reported a position in CVS in Q4 2020 and held it in 2 quarters. The position peaked at $61K in Q1 2021. 2,065 funds tracked by Wall St. Rank hold CVS as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining CVS Health position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 808 CVS Health shares in Q2 2021, an estimated $61K.
  • ShoreHaven Wealth Partners first reported a position in CVS Health in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's CVS Health position peaked at $61K in Q1 2021.
  • 2,065 funds tracked by Wall St. Rank held CVS Health as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.