JMPWA
CVET

JP Morgan Private Wealth Advisors’s Covetrus, Inc. Common Stock CVET Stock Holding History

JP Morgan Private 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
-168,267
Closed -$3.51M – 2031
2022
Q3 		$3.51M Sell
168,267
-28,174
-14% -$587K 0.01% 657
2022
Q2 		$4.08M Sell
196,441
-10,771
-5% -$192K 0.01% 628
2022
Q1 		$3.48M Buy
207,212
+72,268
+54% +$1.26M 0.01% 712
2021
Q4 		$2.69M Sell
134,944
-60,427
-31% -$1.14M 0.01% 800
2021
Q3 		$3.54M Buy
195,371
+10,171
+5% +$233K 0.01% 684
2021
Q2 		$5M Buy
185,200
+74,800
+68% +$2.09M 0.01% 596
2021
Q1 		$3.31M Sell
110,400
-148,087
-57% -$5.05M 0.01% 611
2020
Q4 		$7.43M Sell
258,487
-98,777
-28% -$2.67M 0.02% 403
2020
Q3 		$8.72M Buy
357,264
+214,429
+150% +$4.62M 0.03% 350
2020
Q2 		$2.56M Buy
142,835
+23,862
+20% +$314K 0.01% 518
2020
Q1 		$968K Buy
118,973
+480
+0.4% +$5.48K 0.01% 724
2019
Q4 		$1.56M Sell
118,493
-3,395
-3% -$41.1K 0.01% 662
2019
Q3 		$1.45M Buy
121,888
+1,177
+1% +$21.8K 0.01% 652
2019
Q2 		$2.95M Sell
120,711
-15,304
-11% -$441K 0.02% 503
2019
Q1 		$4.33M Buy
+136,015
New +$4.83M 0.02% 432

Other funds holding CVET

IA
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

JP Morgan Private Wealth Advisors's CVET Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 168,267 shares — an estimated $3.51M sold.

JP Morgan Private Wealth Advisors first reported a position in CVET in Q1 2019 and held it in 15 quarters. The position peaked at $8.72M in Q3 2020. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 168,267 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $3.51M.
  • JP Morgan Private Wealth Advisors first reported a position in Covetrus, Inc. Common Stock in Q1 2019 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Covetrus, Inc. Common Stock position peaked at $8.72M in Q3 2020.
  • 5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.