AssetMark Inc
CVSA

AssetMark Inc’s Covista Inc CVSA Stock Holding History

AssetMark Inc’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
Q2 		$10.1K Sell
81
-25
-24% -$3.01K ﹤0.01% 2445
2026
Q1 		$12.2K Hold
106
– – ﹤0.01% 2245
2025
Q4 		$11K Hold
106
– – ﹤0.01% 2188
2025
Q3 		$16.4K Hold
106
– – ﹤0.01% 1976
2025
Q2 		$13.5K Buy
+106
New +$12.5K ﹤0.01% 1898
2021
Q2 		– Sell
-188
Closed -$7K – 1318
2021
Q1 		$7K Buy
188
+8
+4% +$312 ﹤0.01% 962
2020
Q4 		$6K Buy
180
+67
+59% +$1.91K ﹤0.01% 984
2020
Q3 		$3K Hold
113
– – ﹤0.01% 1035
2020
Q2 		$4K Buy
113
+25
+28% +$780 ﹤0.01% 968
2020
Q1 		$2K Sell
88
-75
-46% -$2.39K ﹤0.01% 1160
2019
Q4 		$6K Buy
163
+29
+22% +$998 ﹤0.01% 1072
2019
Q3 		$5K Buy
134
+15
+13% +$674 ﹤0.01% 1040
2019
Q2 		$5K Buy
119
+40
+51% +$1.84K ﹤0.01% 1045
2019
Q1 		$4K Buy
79
+4
+5% +$192 ﹤0.01% 1072
2018
Q4 		$4K Sell
75
-34
-31% -$1.74K ﹤0.01% 1111
2018
Q3 		$5K Sell
109
-13
-11% -$655 ﹤0.01% 1157
2018
Q2 		$6K Sell
122
-4
-3% -$191 ﹤0.01% 1130
2018
Q1 		$6K Buy
126
+19
+18% +$889 ﹤0.01% 1119
2017
Q4 		$5K Buy
+107
New +$4.19K ﹤0.01% 1232

Other funds holding CVSA

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc's CVSA Position: Q2 2026 in Review

AssetMark Inc reduced its Covista Inc (CVSA) stake by 24% in Q2 2026, selling an estimated $3.01K and leaving 81 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

AssetMark Inc first reported a position in CVSA in Q4 2017 and has held it in 19 quarters since. The position peaked at $16.4K in Q3 2025. 110 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • AssetMark Inc held 81 shares of Covista Inc worth $10.1K as of Q2 2026.
  • AssetMark Inc sold 25 Covista Inc shares in Q2 2026, an estimated $3.01K.
  • Covista Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2445 holding.
  • AssetMark Inc first reported a position in Covista Inc in Q4 2017 and has held it in 19 quarters since.
  • AssetMark Inc's Covista Inc position peaked at $16.4K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.