CWM
CVET

Congress Wealth Management’s Covetrus, Inc. Common Stock CVET Stock Holding History

Congress Wealth Management’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
Q1 		– Sell
-53,834
Closed -$1.07M – 653
2021
Q4 		$1.07M Buy
+53,834
New +$1.01M 0.02% 363

Other funds holding CVET

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Congress Wealth Management's CVET Position: Q1 2022 in Review

Congress Wealth Management sold out of Covetrus, Inc. Common Stock (CVET) in Q1 2022, closing a stake of 53,834 shares — an estimated $1.07M sold.

Congress Wealth Management first reported a position in CVET in Q4 2021 and held it in 1 quarter. The position peaked at $1.07M in Q4 2021. 257 funds tracked by Wall St. Rank hold CVET as of Q1 2022.

  • Congress Wealth Management reported no remaining Covetrus, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 53,834 Covetrus, Inc. Common Stock shares in Q1 2022, an estimated $1.07M.
  • Congress Wealth Management first reported a position in Covetrus, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's Covetrus, Inc. Common Stock position peaked at $1.07M in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.