Bartlett & Co Wealth Management’s Covista Inc CVSA Stock Holding History

Bartlett & Co Wealth Management’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	–	Sell	-132	Closed	-$13.7K	–	1282
2025 Q4	$13.7K	Hold	132	–	–	﹤0.01%	891
2025 Q3	$20.4K	Hold	132	–	–	﹤0.01%	822
2025 Q2	$16.8K	Hold	132	–	–	﹤0.01%	843
2025 Q1	$13.3K	Hold	132	–	–	﹤0.01%	884
2024 Q4	$12K	Hold	132	–	–	﹤0.01%	891
2024 Q3	$9.96K	Hold	132	–	–	﹤0.01%	913
2024 Q2	$9K	Hold	132	–	–	﹤0.01%	929
2024 Q1	$6.79K	Hold	132	–	–	﹤0.01%	950
2023 Q4	$7.87K	Hold	132	–	–	﹤0.01%	1034
2023 Q3	$5.66K	Hold	132	–	–	﹤0.01%	980
2023 Q2	$4.53K	Hold	132	–	–	﹤0.01%	998
2023 Q1	$5.1K	Hold	132	–	–	﹤0.01%	893
2022 Q4	$4.69K	Hold	132	–	–	﹤0.01%	930
2022 Q3	$4.81K	Hold	132	–	–	﹤0.01%	934
2022 Q2	$4.75K	Hold	132	–	–	﹤0.01%	1027
2022 Q1	$3.92K	Buy	+132	New	+$3.55K	﹤0.01%	937
2021 Q4	–	Sell	-132	Closed	-$4.99K	–	434
2021 Q3	$4.99K	Hold	132	–	–	﹤0.01%	766
2021 Q2	$4.7K	Hold	132	–	–	﹤0.01%	768
2021 Q1	$5.22K	Hold	132	–	–	﹤0.01%	788
2020 Q4	$4.48K	Hold	132	–	–	﹤0.01%	807
2020 Q3	$3.24K	Hold	132	–	–	﹤0.01%	761
2020 Q2	$4.11K	Hold	132	–	–	﹤0.01%	750
2020 Q1	$3.54K	Hold	132	–	–	﹤0.01%	742
2019 Q4	$4.62K	Hold	132	–	–	﹤0.01%	773
2019 Q3	$5.03K	Buy	+132	New	+$5.93K	﹤0.01%	776

Other funds holding CVSA

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Bartlett & Co Wealth Management's CVSA Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Covista Inc (CVSA) in Q1 2026, closing a stake of 132 shares — an estimated $13.7K sold.

Bartlett & Co Wealth Management first reported a position in CVSA in Q3 2019 and held it in 25 quarters. The position peaked at $20.4K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Covista Inc position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 132 Covista Inc shares in Q1 2026, an estimated $13.7K.
Bartlett & Co Wealth Management first reported a position in Covista Inc in Q3 2019 and held it in 25 quarters.
Bartlett & Co Wealth Management's Covista Inc position peaked at $20.4K in Q3 2025.
353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.