CAPTRUST Financial Advisors
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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$485K Buy
3,887
+630
+19% +$75.9K ﹤0.01% 2195
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CAPTRUST Financial Advisors's CVSA Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Covista Inc (CVSA) stake by 19% in Q2 2026, buying an estimated $75.9K and bringing the position to 3,887 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

CAPTRUST Financial Advisors first reported a position in CVSA in Q2 2019 and has held it in 16 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • CAPTRUST Financial Advisors held 3,887 shares of Covista Inc worth $485K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 630 Covista Inc shares in Q2 2026, an estimated $75.9K.
  • Covista Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2195 holding.
  • CAPTRUST Financial Advisors first reported a position in Covista Inc in Q2 2019 and has held it in 16 quarters since.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.