Steward Partners Investment Solutions’s CVS Health CVS Stock Holding History

Steward Partners Investment 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 Q1	$211K	Buy	+2,648	New	+$202K	0.04%	243

Other funds holding CVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Partners Investment Solutions's CVS Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in CVS Health (CVS) in Q1 2024: 2,648 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #243 among its holdings.

2,183 funds tracked by Wall St. Rank hold CVS as of Q1 2024.

Steward Partners Investment Solutions held 2,648 shares of CVS Health worth $211K as of Q1 2024.
CVS Health was a new Steward Partners Investment Solutions position in Q1 2024.
CVS Health made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #243 holding.
2,183 funds tracked by Wall St. Rank held CVS Health as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.