TCWM
CVS icon

Total Clarity Wealth Management’s CVS Health CVS Stock Holding History

Total Clarity Wealth Management’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
Q1 		– Sell
-9,172
Closed -$855K – 192
2022
Q4 		$855K Sell
9,172
-82
-0.9% -$7.91K 0.44% 59
2022
Q3 		$883K Buy
9,254
+1,548
+20% +$153K 0.55% 53
2022
Q2 		$714K Buy
7,706
+1,317
+21% +$129K 0.37% 63
2022
Q1 		$647K Sell
6,389
-47
-0.7% -$4.94K 0.35% 75
2021
Q4 		$664K Sell
6,436
-1
-0% -$92 0.3% 83
2021
Q3 		$546K Buy
6,437
+151
+2% +$12.6K 0.26% 95
2021
Q2 		$525K Buy
6,286
+150
+2% +$12.3K 0.29% 100
2021
Q1 		$462K Buy
6,136
+500
+9% +$36.4K 0.27% 94
2020
Q4 		$385K Sell
5,636
-2,690
-32% -$175K 0.27% 96
2020
Q3 		$486K Sell
8,326
-5
-0.1% -$311 0.42% 68
2020
Q2 		$541K Sell
8,331
-100
-1% -$6.3K 0.5% 56
2020
Q1 		$500K Sell
8,431
-224
-3% -$15K 0.77% 39
2019
Q4 		$643K Buy
+8,655
New +$608K 0.48% 49

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Total Clarity Wealth Management's CVS Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of CVS Health (CVS) in Q1 2023, closing a stake of 9,172 shares — an estimated $855K sold.

Total Clarity Wealth Management first reported a position in CVS in Q4 2019 and held it in 13 quarters. The position peaked at $883K in Q3 2022. 2,267 funds tracked by Wall St. Rank hold CVS as of Q1 2023.

  • Total Clarity Wealth Management reported no remaining CVS Health position as of Q1 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 9,172 CVS Health shares in Q1 2023, an estimated $855K.
  • Total Clarity Wealth Management first reported a position in CVS Health in Q4 2019 and held it in 13 quarters.
  • Total Clarity Wealth Management's CVS Health position peaked at $883K in Q3 2022.
  • 2,267 funds tracked by Wall St. Rank held CVS Health as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.