AF
CVSA

Advisornet Financial’s Covista Inc CVSA Stock Holding History

Advisornet Financial’s Portfolio CVSA Stock Details CVSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$707 – 2074
2023
Q4 		$707 Hold
12
– – ﹤0.01% 1998
2023
Q3 		$514 Sell
12
-1
-8% -$42 ﹤0.01% 1975
2023
Q2 		$446 Hold
13
– – ﹤0.01% 2079
2023
Q1 		$502 Buy
13
+5
+63% +$191 ﹤0.01% 2071
2022
Q4 		$284 Buy
+8
New +$312 ﹤0.01% 2149

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Advisornet Financial's CVSA Position: Q1 2024 in Review

Advisornet Financial sold out of Covista Inc (CVSA) in Q1 2024, closing a stake of 12 shares — an estimated $707 sold.

Advisornet Financial first reported a position in CVSA in Q4 2022 and held it in 5 quarters. The position peaked at $707 in Q4 2023. 244 funds tracked by Wall St. Rank hold CVSA as of Q1 2024.

  • Advisornet Financial reported no remaining Covista Inc position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 12 Covista Inc shares in Q1 2024, an estimated $707.
  • Advisornet Financial first reported a position in Covista Inc in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Covista Inc position peaked at $707 in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Covista Inc as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.