Wingate Wealth Advisors’s CVS Health CVS Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-450	Closed	-$20.2K	–	174
2024 Q4	$20.2K	Buy	+450	New	+$25.2K	0.02%	288

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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wingate Wealth Advisors's CVS Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of CVS Health (CVS) in Q1 2025, closing a stake of 450 shares — an estimated $20.2K sold.

Wingate Wealth Advisors first reported a position in CVS in Q4 2024 and held it in 1 quarter. The position peaked at $20.2K in Q4 2024. 1,757 funds tracked by Wall St. Rank hold CVS as of Q1 2025.

Wingate Wealth Advisors reported no remaining CVS Health position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 450 CVS Health shares in Q1 2025, an estimated $20.2K.
Wingate Wealth Advisors first reported a position in CVS Health in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's CVS Health position peaked at $20.2K in Q4 2024.
1,757 funds tracked by Wall St. Rank held CVS Health as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.