Bartlett & Co’s Covista Inc CVSA Stock Holding History

Bartlett & Co’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
2023 Q4	$8K	Hold	132	–	–	﹤0.01%	1028
2023 Q3	$6K	Hold	132	–	–	﹤0.01%	971
2023 Q2	$5K	Hold	132	–	–	﹤0.01%	977
2023 Q1	$5K	Hold	132	–	–	﹤0.01%	883
2022 Q4	$5K	Hold	132	–	–	﹤0.01%	910
2022 Q3	$5K	Hold	132	–	–	﹤0.01%	907
2022 Q2	$5K	Hold	132	–	–	﹤0.01%	995
2022 Q1	$4K	Buy	+132	New	+$3.55K	﹤0.01%	930
2021 Q4	–	Sell	-132	Closed	-$5K	–	434
2021 Q3	$5K	Hold	132	–	–	﹤0.01%	757
2021 Q2	$5K	Hold	132	–	–	﹤0.01%	750
2021 Q1	$5K	Hold	132	–	–	﹤0.01%	783
2020 Q4	$4K	Hold	132	–	–	﹤0.01%	810
2020 Q3	$3K	Hold	132	–	–	﹤0.01%	760
2020 Q2	$4K	Hold	132	–	–	﹤0.01%	745
2020 Q1	$4K	Buy	+132	New	+$4.2K	﹤0.01%	732
2019 Q3	$5K	Buy	+132	New	+$5.93K	﹤0.01%	771

Other funds holding CVSA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Bartlett & Co's CVSA Position: Q4 2023 in Review

Bartlett & Co held its Covista Inc (CVSA) position steady in Q4 2023 at 132 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Bartlett & Co first reported a position in CVSA in Q3 2019 and has held it in 16 quarters since. 245 funds tracked by Wall St. Rank hold CVSA as of Q4 2023.

Bartlett & Co held 132 shares of Covista Inc worth $8K as of Q4 2023.
Bartlett & Co left its Covista Inc share count unchanged in Q4 2023.
Covista Inc made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1028 holding.
Bartlett & Co first reported a position in Covista Inc in Q3 2019 and has held it in 16 quarters since.
245 funds tracked by Wall St. Rank held Covista Inc as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.