WIP
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WealthCare Investment Partners’s CVS Health CVS Stock Holding History

WealthCare Investment 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
Q4 		– Sell
-3,946
Closed -$257K – 147
2024
Q3 		$257K Sell
3,946
-1,648
-29% -$96.1K 0.11% 116
2024
Q2 		$330K Sell
5,594
-393
-7% -$24.6K 0.15% 101
2024
Q1 		$477K Sell
5,987
-333
-5% -$25.4K 0.23% 85
2023
Q4 		$510K Sell
6,320
-546
-8% -$38.9K 0.28% 78
2023
Q3 		$479K Sell
6,866
-746
-10% -$52.9K 0.29% 70
2023
Q2 		$530K Buy
7,612
+568
+8% +$40.4K 0.32% 65
2023
Q1 		$523K Sell
7,044
-783
-10% -$65.7K 0.32% 67
2022
Q4 		$729K Buy
7,827
+3,262
+71% +$315K 0.5% 49
2022
Q3 		$435K Buy
4,565
+666
+17% +$65.9K 0.36% 67
2022
Q2 		$361K Buy
3,899
+20
+0.5% +$1.95K 0.31% 73
2022
Q1 		$407K Sell
3,879
-8
-0.2% -$840 0.36% 65
2021
Q4 		$401K Buy
+3,887
New +$359K 0.39% 62

Other funds holding CVS

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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WealthCare Investment Partners's CVS Position: Q4 2024 in Review

WealthCare Investment Partners sold out of CVS Health (CVS) in Q4 2024, closing a stake of 3,946 shares — an estimated $257K sold.

WealthCare Investment Partners first reported a position in CVS in Q4 2021 and held it in 12 quarters. The position peaked at $729K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

  • WealthCare Investment Partners reported no remaining CVS Health position as of Q4 2024 after selling out during the quarter.
  • WealthCare Investment Partners sold 3,946 CVS Health shares in Q4 2024, an estimated $257K.
  • WealthCare Investment Partners first reported a position in CVS Health in Q4 2021 and held it in 12 quarters.
  • WealthCare Investment Partners's CVS Health position peaked at $729K in Q4 2022.
  • 1,668 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on WealthCare Investment Partners's 13F filing for Q4 2024, filed 3 Feb 2025.