Optimum Investment Advisors’s Covetrus, Inc. Common Stock CVET Stock Holding History

Optimum Investment 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	-160	Closed	-$3K	–	857
2022 Q3	$3K	Hold	160	–	–	﹤0.01%	715
2022 Q2	$3K	Hold	160	–	–	﹤0.01%	747
2022 Q1	$3K	Hold	160	–	–	﹤0.01%	780
2021 Q4	$3K	Hold	160	–	–	﹤0.01%	772
2021 Q3	$3K	Hold	160	–	–	﹤0.01%	789
2021 Q2	$4K	Hold	160	–	–	﹤0.01%	840
2021 Q1	$5K	Hold	160	–	–	﹤0.01%	829
2020 Q4	$5K	Hold	160	–	–	﹤0.01%	791
2020 Q3	$4K	Hold	160	–	–	﹤0.01%	790
2020 Q2	$3K	Hold	160	–	–	﹤0.01%	803
2020 Q1	$1K	Hold	160	–	–	﹤0.01%	857
2019 Q4	$2K	Hold	160	–	–	﹤0.01%	905
2019 Q3	$2K	Hold	160	–	–	﹤0.01%	948
2019 Q2	$4K	Sell	160 -160	-50%	-$4.61K	﹤0.01%	872
2019 Q1	$10K	Buy	+320	New	+$11.4K	﹤0.01%	816

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

Optimum Investment Advisors's CVET Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 160 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in CVET in Q1 2019 and held it in 15 quarters. The position peaked at $10K in Q1 2019. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

Optimum Investment Advisors reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 160 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $3K.
Optimum Investment Advisors first reported a position in Covetrus, Inc. Common Stock in Q1 2019 and held it in 15 quarters.
Optimum Investment Advisors's Covetrus, Inc. Common Stock position peaked at $10K in Q1 2019.
5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.