TFO Wealth Partners’s CVS Health CVS Stock Holding History

TFO 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
2024 Q2	–	Sell	-13	Closed	-$1.04K	–	228
2024 Q1	$1.04K	Sell	13 -23	-64%	-$1.76K	﹤0.01%	160
2023 Q4	$2.84K	Sell	36 -36	-50%	-$2.56K	﹤0.01%	121
2023 Q3	$4.98K	Buy	72 +59	+454%	+$4.18K	﹤0.01%	176
2023 Q2	$899	Hold	13	–	–	﹤0.01%	212
2023 Q1	$966	Buy	13 +5	+63%	+$419	﹤0.01%	171
2022 Q4	$206	Buy	+8	New	+$772	﹤0.01%	626
2022 Q3	–	Sell	-178	Closed	-$16K	–	218
2022 Q2	$16K	Buy	+178	New	+$17.4K	﹤0.01%	95
2021 Q4	–	Sell	-88	Closed	-$7K	–	147
2021 Q3	$7K	Sell	88 -112	-56%	-$9.38K	﹤0.01%	104
2021 Q2	$17K	Buy	+200	New	+$16.4K	﹤0.01%	54
2020 Q3	–	Sell	-150	Closed	-$10K	–	161
2020 Q2	$10K	Buy	+150	New	+$9.45K	﹤0.01%	88
2020 Q1	–	Sell	-300	Closed	-$22K	–	137
2019 Q4	$22K	Buy	+300	New	+$21.1K	0.02%	94

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TFO Wealth Partners's CVS Position: Q2 2024 in Review

TFO Wealth Partners sold out of CVS Health (CVS) in Q2 2024, closing a stake of 13 shares — an estimated $1.04K sold.

TFO Wealth Partners first reported a position in CVS in Q4 2019 and held it in 11 quarters. The position peaked at $22K in Q4 2019. 1,910 funds tracked by Wall St. Rank hold CVS as of Q2 2024.

TFO Wealth Partners reported no remaining CVS Health position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 13 CVS Health shares in Q2 2024, an estimated $1.04K.
TFO Wealth Partners first reported a position in CVS Health in Q4 2019 and held it in 11 quarters.
TFO Wealth Partners's CVS Health position peaked at $22K in Q4 2019.
1,910 funds tracked by Wall St. Rank held CVS Health as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.