Allworth Financial’s Covista Inc CVSA Stock Holding History

Allworth 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
2026 Q1	$80.8K	Buy	701 +324	+86%	+$34.6K	﹤0.01%	1983
2025 Q4	$39K	Buy	377 +166	+79%	+$19K	﹤0.01%	2361
2025 Q3	$32.6K	Sell	211 -131	-38%	-$16.8K	﹤0.01%	2398
2025 Q2	$43.5K	Buy	342 +155	+83%	+$18.3K	﹤0.01%	2034
2025 Q1	$19.5K	Buy	187 +20	+12%	+$2K	﹤0.01%	2092
2024 Q4	$16.6K	Hold	167	–	–	﹤0.01%	2202
2024 Q3	$12.6K	Hold	167	–	–	﹤0.01%	2164
2024 Q2	$12.8K	Hold	167	–	–	﹤0.01%	2119
2024 Q1	$8.58K	Sell	167 -4	-2%	-$209	﹤0.01%	2170
2023 Q4	$10.1K	Hold	171	–	–	﹤0.01%	1977
2023 Q3	$7.33K	Buy	171 +24	+16%	+$1.01K	﹤0.01%	1958
2023 Q2	$5.05K	Sell	147 -33	-18%	-$1.32K	﹤0.01%	2092
2023 Q1	$6.95K	Hold	180	–	–	﹤0.01%	1920
2022 Q4	$6.39K	Sell	180 -333	-65%	-$13K	﹤0.01%	1820
2022 Q3	$19K	Buy	513 +509	+12,725%	+$19.4K	﹤0.01%	1303
2022 Q2	$0	Buy	+4	New	+$126	﹤0.01%	2382
2020 Q2	–	Sell	-254	Closed	-$7K	–	1169
2020 Q1	$7K	Buy	+254	New	+$8.09K	﹤0.01%	779

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return