BAM
CVSA

Belpointe Asset Management’s Covista Inc CVSA Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-165
Closed -$6.37K – 778
2023
Q1 		$6.37K Buy
165
+140
+560% +$5.36K ﹤0.01% 2920
2022
Q4 		$888 Buy
+25
New +$976 ﹤0.01% 3461

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Belpointe Asset Management's CVSA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Covista Inc (CVSA) in Q2 2023, closing a stake of 165 shares — an estimated $6.37K sold.

Belpointe Asset Management first reported a position in CVSA in Q4 2022 and held it in 2 quarters. The position peaked at $6.37K in Q1 2023. 199 funds tracked by Wall St. Rank hold CVSA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Covista Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 165 Covista Inc shares in Q2 2023, an estimated $6.37K.
  • Belpointe Asset Management first reported a position in Covista Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Covista Inc position peaked at $6.37K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Covista Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.