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

Focused 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 Q4	–	Sell	-36	Closed	-$1K	–	1193
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	932
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	906
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	968
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	960
2021 Q3	$1K	Buy	+36	New	+$826	﹤0.01%	972

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

Focused Wealth Management's CVET Position: Q4 2022 in Review

Focused Wealth Management sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 36 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in CVET in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

Focused Wealth Management reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 36 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $1K.
Focused Wealth Management first reported a position in Covetrus, Inc. Common Stock in Q3 2021 and held it in 5 quarters.
Focused Wealth Management's Covetrus, Inc. Common Stock position peaked at $1K in Q3 2022.
5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.