Carson Wealth (CWM LLC)’s Covetrus, Inc. Common Stock CVET Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CVET Stock Details CVET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-705	Closed	-$15K	–	4407
2022 Q3	$15K	Buy	705 +194	+38%	+$4.04K	﹤0.01%	2446
2022 Q2	$11K	Sell	511 -22	-4%	-$391	﹤0.01%	2552
2022 Q1	$9K	Buy	533 +288	+118%	+$5.04K	﹤0.01%	2581
2021 Q4	$5K	Buy	+245	New	+$4.61K	﹤0.01%	2785

Other funds holding CVET

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVET Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 705 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in CVET in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q3 2022. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

Carson Wealth (CWM LLC) reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 705 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $15K.
Carson Wealth (CWM LLC) first reported a position in Covetrus, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Covetrus, Inc. Common Stock position peaked at $15K in Q3 2022.
5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.