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Verus Financial Partners’s CVS Health CVS Stock Holding History

Verus Financial 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
2020
Q4 		– Sell
-8,158
Closed -$476K – 114
2020
Q3 		$476K Buy
+8,158
New +$508K 0.17% 91

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Franklin Resources
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Geode Capital Management
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Capital International Investors
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Verus Financial Partners's CVS Position: Q4 2020 in Review

Verus Financial Partners sold out of CVS Health (CVS) in Q4 2020, closing a stake of 8,158 shares — an estimated $476K sold.

Verus Financial Partners first reported a position in CVS in Q3 2020 and held it in 1 quarter. The position peaked at $476K in Q3 2020. 1,972 funds tracked by Wall St. Rank hold CVS as of Q4 2020.

  • Verus Financial Partners reported no remaining CVS Health position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 8,158 CVS Health shares in Q4 2020, an estimated $476K.
  • Verus Financial Partners first reported a position in CVS Health in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's CVS Health position peaked at $476K in Q3 2020.
  • 1,972 funds tracked by Wall St. Rank held CVS Health as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.