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CVSA
CAPTRUST Financial Advisors’s
Covista Inc
CVSA
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
CVSA Stock Details
CVSA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$375K
Buy
3,257
+590
+22%
+$63K
﹤0.01%
2234
2025
Q4
$276K
Buy
2,667
+831
+45%
+$95.2K
﹤0.01%
2310
2025
Q3
$284K
Buy
+1,836
New
+$235K
﹤0.01%
2204
2024
Q1
–
Sell
-4,069
Closed
-$240K
–
2175
2023
Q4
$240K
Buy
+4,069
New
+$217K
﹤0.01%
2268
2022
Q3
–
Sell
-4,634
Closed
-$167K
–
2206
2022
Q2
$167K
Buy
4,634
+1,753
+61%
+$55.2K
﹤0.01%
1823
2022
Q1
$86K
Buy
2,881
+1,953
+210%
+$52.5K
﹤0.01%
2380
2021
Q4
$27K
Buy
928
+394
+74%
+$13K
﹤0.01%
3088
2021
Q3
$20K
Buy
534
+221
+71%
+$8.2K
﹤0.01%
3162
2021
Q2
$11K
Sell
313
-8
-2%
-$300
﹤0.01%
3480
2021
Q1
$13K
Sell
321
-284
-47%
-$11.1K
﹤0.01%
3271
2020
Q4
$21K
Buy
605
+35
+6%
+$998
﹤0.01%
2223
2020
Q3
$14K
Buy
570
+70
+14%
+$2.26K
﹤0.01%
2132
2020
Q2
$16K
Buy
+500
New
+$15.6K
﹤0.01%
2023
2019
Q4
–
Sell
-942
Closed
-$36K
–
1056
2019
Q3
$36K
Buy
942
+442
+88%
+$19.8K
﹤0.01%
1101
2019
Q2
$23K
Buy
+500
New
+$22.9K
﹤0.01%
1238
Other funds holding CVSA
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$5.72T AUM
30.48%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
VPM
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$1.91T AUM
AI
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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