AWA
CVSA

Arkadios Wealth Advisors’s Covista Inc CVSA Stock Holding History

Arkadios Wealth Advisors’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
Q3 		– Sell
-5,889
Closed -$402K – 934
2024
Q2 		$402K Buy
+5,889
New +$346K 0.03% 539

Other funds holding CVSA

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AI
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State Street
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arkadios Wealth Advisors's CVSA Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of Covista Inc (CVSA) in Q3 2024, closing a stake of 5,889 shares — an estimated $402K sold.

Arkadios Wealth Advisors first reported a position in CVSA in Q2 2024 and held it in 1 quarter. The position peaked at $402K in Q2 2024. 273 funds tracked by Wall St. Rank hold CVSA as of Q3 2024.

  • Arkadios Wealth Advisors reported no remaining Covista Inc position as of Q3 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,889 Covista Inc shares in Q3 2024, an estimated $402K.
  • Arkadios Wealth Advisors first reported a position in Covista Inc in Q2 2024 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Covista Inc position peaked at $402K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Covista Inc as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.