EverSource Wealth Advisors’s Covetrus, Inc. Common Stock CVET Stock Holding History

EverSource Wealth Advisors’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	-1,028	Closed	-$21K	–	2466
2022 Q3	$21K	Buy	1,028 +209	+26%	+$4.35K	﹤0.01%	896
2022 Q2	$17K	Buy	819 +583	+247%	+$10.4K	﹤0.01%	885
2022 Q1	$4K	Buy	+236	New	+$4.13K	﹤0.01%	1381

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

EverSource Wealth Advisors's CVET Position: Q4 2022 in Review

EverSource Wealth Advisors sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 1,028 shares — an estimated $21K sold.

EverSource Wealth Advisors first reported a position in CVET in Q1 2022 and held it in 3 quarters. The position peaked at $21K in Q3 2022. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

EverSource Wealth Advisors reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 1,028 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $21K.
EverSource Wealth Advisors first reported a position in Covetrus, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
EverSource Wealth Advisors's Covetrus, Inc. Common Stock position peaked at $21K in Q3 2022.
5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.