CPWM
CVET

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

Cypress Point 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
2021
Q3 		– Sell
-60
Closed -$2K – 233
2021
Q2 		$2K Buy
+60
New +$1.68K ﹤0.01% 186

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $781M AUM 24.06% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Cypress Point Wealth Management's CVET Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of Covetrus, Inc. Common Stock (CVET) in Q3 2021, closing a stake of 60 shares — an estimated $2K sold.

Cypress Point Wealth Management first reported a position in CVET in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 260 funds tracked by Wall St. Rank hold CVET as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Covetrus, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 60 Covetrus, Inc. Common Stock shares in Q3 2021, an estimated $2K.
  • Cypress Point Wealth Management first reported a position in Covetrus, Inc. Common Stock in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Covetrus, Inc. Common Stock position peaked at $2K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.