TCI Wealth Advisors’s Covetrus, Inc. Common Stock CVET Stock Holding History

TCI 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	-468	Closed	-$10K	–	2716
2022 Q3	$10K	Hold	468	–	–	﹤0.01%	1047
2022 Q2	$10K	Sell	468 -28	-6%	-$498	﹤0.01%	1046
2022 Q1	$8K	Buy	496 +127	+34%	+$2.22K	﹤0.01%	1285
2021 Q4	$7K	Sell	369 -174	-32%	-$3.28K	﹤0.01%	1483
2021 Q3	$10K	Buy	543 +308	+131%	+$7.06K	﹤0.01%	1133
2021 Q2	$6K	Sell	235 -113	-32%	-$3.16K	﹤0.01%	1390
2021 Q1	$10K	Buy	348 +204	+142%	+$6.96K	﹤0.01%	878
2020 Q4	$4K	Hold	144	–	–	﹤0.01%	1042
2020 Q3	$4K	Hold	144	–	–	﹤0.01%	903
2020 Q2	$3K	Hold	144	–	–	﹤0.01%	999
2020 Q1	$1K	Buy	+144	New	+$1.65K	﹤0.01%	1401

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

TCI Wealth Advisors's CVET Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 468 shares — an estimated $10K sold.

TCI Wealth Advisors first reported a position in CVET in Q1 2020 and held it in 11 quarters. The position peaked at $10K in Q3 2022. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

TCI Wealth Advisors reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 468 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $10K.
TCI Wealth Advisors first reported a position in Covetrus, Inc. Common Stock in Q1 2020 and held it in 11 quarters.
TCI Wealth Advisors's Covetrus, Inc. Common Stock position peaked at $10K in Q3 2022.
5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.