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

Spire 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	-1,666	Closed	-$35K	–	2446
2022 Q3	$35K	Sell	1,666 -565	-25%	-$11.8K	﹤0.01%	1090
2022 Q2	$46K	Sell	2,231 -875	-28%	-$15.6K	﹤0.01%	1327
2022 Q1	$52K	Buy	3,106 +312	+11%	+$5.45K	﹤0.01%	1439
2021 Q4	$56K	Buy	2,794 +1,888	+208%	+$35.5K	﹤0.01%	1671
2021 Q3	$16K	Hold	906	–	–	﹤0.01%	1949
2021 Q2	$24K	Sell	906 -38	-4%	-$1.06K	﹤0.01%	1810
2021 Q1	$28K	Buy	+944	New	+$32.2K	﹤0.01%	2012

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

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

Spire Wealth Management sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 1,666 shares — an estimated $35K sold.

Spire Wealth Management first reported a position in CVET in Q1 2021 and held it in 7 quarters. The position peaked at $56K in Q4 2021. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

Spire Wealth Management reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 1,666 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $35K.
Spire Wealth Management first reported a position in Covetrus, Inc. Common Stock in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Covetrus, Inc. Common Stock position peaked at $56K in Q4 2021.
5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.