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Wipfli Financial Advisors’s CVS Health CVS Stock Holding History

Wipfli Financial 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
2022
Q3 		$1M Buy
+10,539
New +$1.04M 0.07% 117

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wipfli Financial Advisors's CVS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CVS Health (CVS) in Q3 2022: 10,539 shares worth $1M. The stake represents 0.07% of the portfolio and ranks #117 among its holdings.

2,324 funds tracked by Wall St. Rank hold CVS as of Q3 2022.

  • Wipfli Financial Advisors held 10,539 shares of CVS Health worth $1M as of Q3 2022.
  • CVS Health was a new Wipfli Financial Advisors position in Q3 2022.
  • CVS Health made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #117 holding.
  • 2,324 funds tracked by Wall St. Rank held CVS Health as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.