CFA
CVSA

Carroll Financial Associates’s Covista Inc CVSA Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-41
Closed -$1K – 1618
2021
Q3 		$1K Buy
+41
New +$1.52K ﹤0.01% 1605
2020
Q4 		– Sell
-275
Closed -$6K – 1520
2020
Q3 		$6K Hold
275
– – ﹤0.01% 1143
2020
Q2 		$8K Hold
275
– – ﹤0.01% 1072
2020
Q1 		$7K Hold
275
– – ﹤0.01% 1026
2019
Q4 		$9K Hold
275
– – ﹤0.01% 1086
2019
Q3 		$10K Hold
275
– – ﹤0.01% 995
2019
Q2 		$12K Hold
275
– – ﹤0.01% 943
2019
Q1 		$12K Hold
275
– – ﹤0.01% 884
2018
Q4 		$13K Buy
+275
New +$14.1K ﹤0.01% 772

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Carroll Financial Associates's CVSA Position: Q4 2021 in Review

Carroll Financial Associates sold out of Covista Inc (CVSA) in Q4 2021, closing a stake of 41 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in CVSA in Q4 2018 and held it in 9 quarters. The position peaked at $13K in Q4 2018. 171 funds tracked by Wall St. Rank hold CVSA as of Q4 2021.

  • Carroll Financial Associates reported no remaining Covista Inc position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 41 Covista Inc shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Covista Inc in Q4 2018 and held it in 9 quarters.
  • Carroll Financial Associates's Covista Inc position peaked at $13K in Q4 2018.
  • 171 funds tracked by Wall St. Rank held Covista Inc as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.