CPA
CVSA

Capital Performance Advisors’s Covista Inc CVSA Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-20
Closed -$1.51K – 377
2024
Q3 		$1.51K Buy
+20
New +$1.48K ﹤0.01% 1700

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

Capital Performance Advisors's CVSA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Covista Inc (CVSA) in Q4 2024, closing a stake of 20 shares — an estimated $1.51K sold.

Capital Performance Advisors first reported a position in CVSA in Q3 2024 and held it in 1 quarter. The position peaked at $1.51K in Q3 2024. 309 funds tracked by Wall St. Rank hold CVSA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Covista Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 20 Covista Inc shares in Q4 2024, an estimated $1.51K.
  • Capital Performance Advisors first reported a position in Covista Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Covista Inc position peaked at $1.51K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Covista Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.