SPIA
CVET

Steward Partners Investment Advisory’s Covetrus, Inc. Common Stock CVET Stock Holding History

Steward Partners Investment Advisory’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
-680
Closed -$14K – 3518
2022
Q3 		$14K Sell
680
-657
-49% -$13.7K ﹤0.01% 2402
2022
Q2 		$28K Hold
1,337
– – ﹤0.01% 2087
2022
Q1 		$22K Buy
1,337
+151
+13% +$2.64K ﹤0.01% 2327
2021
Q4 		$24K Hold
1,186
– – ﹤0.01% 2256
2021
Q3 		$22K Buy
1,186
+158
+15% +$3.62K ﹤0.01% 2295
2021
Q2 		$28K Sell
1,028
-70
-6% -$1.96K ﹤0.01% 4391
2021
Q1 		$32.9K Buy
1,098
+70
+7% +$2.39K ﹤0.01% 2213
2020
Q4 		$30K Hold
1,028
– – ﹤0.01% 1912
2020
Q3 		$25K Buy
1,028
+120
+13% +$2.59K ﹤0.01% 1816
2020
Q2 		$16K Sell
908
-200
-18% -$2.63K ﹤0.01% 1863
2020
Q1 		$9K Buy
1,108
+100
+10% +$1.14K ﹤0.01% 1915
2019
Q4 		$13K Sell
1,008
-3,518
-78% -$42.6K ﹤0.01% 1934
2019
Q3 		$53K Sell
4,526
-163
-3% -$3.02K ﹤0.01% 1328
2019
Q2 		$114K Buy
+4,689
New +$135K ﹤0.01% 1005

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

Steward Partners Investment Advisory's CVET Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 680 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in CVET in Q2 2019 and held it in 14 quarters. The position peaked at $114K in Q2 2019. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 680 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $14K.
  • Steward Partners Investment Advisory first reported a position in Covetrus, Inc. Common Stock in Q2 2019 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Covetrus, Inc. Common Stock position peaked at $114K in Q2 2019.
  • 5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.