AssetMark Inc
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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
Q3 		$11.1K Buy
91
+10
+12% +$1.27K ﹤0.01% 2465
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

AssetMark Inc's CVSA Position: Q3 2026 in Review

AssetMark Inc increased its Covista Inc (CVSA) stake by 12% in Q3 2026, buying an estimated $1.27K and bringing the position to 91 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

AssetMark Inc first reported a position in CVSA in Q4 2017 and has held it in 20 quarters since. The position peaked at $16.4K in Q3 2025. 172 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

  • AssetMark Inc held 91 shares of Covista Inc worth $11.1K as of Q3 2026.
  • AssetMark Inc bought 10 Covista Inc shares in Q3 2026, an estimated $1.27K.
  • Covista Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2465 holding.
  • AssetMark Inc first reported a position in Covista Inc in Q4 2017 and has held it in 20 quarters since.
  • AssetMark Inc's Covista Inc position peaked at $16.4K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.