WIM
CVET

Westside Investment Management’s Covetrus, Inc. Common Stock CVET Stock Holding History

Westside Investment 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
-150
Closed -$3 – 869
2022
Q3 		$3 Hold
150
– – ﹤0.01% 754
2022
Q2 		$3 Sell
150
-84,265
-100% -$1.5M ﹤0.01% 745
2022
Q1 		$1.42K Sell
84,415
-1,680
-2% -$29.4K ﹤0.01% 256
2021
Q4 		$1.72K Buy
86,095
+25,095
+41% +$472K ﹤0.01% 238
2021
Q3 		$1.11K Buy
61,000
+35,475
+139% +$814K ﹤0.01% 251
2021
Q2 		$689 Buy
25,525
+500
+2% +$14K ﹤0.01% 255
2021
Q1 		$749 Sell
25,025
-3,500
-12% -$119K ﹤0.01% 247
2020
Q4 		$819 Sell
28,525
-16,350
-36% -$441K ﹤0.01% 203
2020
Q3 		$1.09K Sell
44,875
-17,975
-29% -$388K ﹤0.01% 200
2020
Q2 		$1.12K Sell
62,850
-19,375
-24% -$255K ﹤0.01% 175
2020
Q1 		$669 Buy
+82,225
New +$939K ﹤0.01% 194
2019
Q2 		$19 Buy
+800
New +$23.1K ﹤0.01% 399

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

Westside Investment Management's CVET Position: Q4 2022 in Review

Westside Investment Management sold out of Covetrus, Inc. Common Stock (CVET) in Q4 2022, closing a stake of 150 shares — an estimated $3 sold.

Westside Investment Management first reported a position in CVET in Q2 2019 and held it in 12 quarters. The position peaked at $1.72K in Q4 2021. 5 funds tracked by Wall St. Rank hold CVET as of Q4 2022.

  • Westside Investment Management reported no remaining Covetrus, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Westside Investment Management sold 150 Covetrus, Inc. Common Stock shares in Q4 2022, an estimated $3.
  • Westside Investment Management first reported a position in Covetrus, Inc. Common Stock in Q2 2019 and held it in 12 quarters.
  • Westside Investment Management's Covetrus, Inc. Common Stock position peaked at $1.72K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Covetrus, Inc. Common Stock as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.