Claro Advisors
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Claro Advisors’s Covista Inc CVSA Stock Holding History

Claro 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
Q3 		– Sell
-1,949
Closed -$243K – 525
2026
Q2 		$243K Buy
1,949
+59
+3% +$7.11K 0.03% 465
2026
Q1 		$218K Buy
+1,890
New +$202K 0.03% 464

Other funds holding CVSA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Claro Advisors's CVSA Position: Q3 2026 in Review

Claro Advisors sold out of Covista Inc (CVSA) in Q3 2026, closing a stake of 1,949 shares — an estimated $243K sold.

Claro Advisors first reported a position in CVSA in Q1 2026 and held it in 2 quarters. The position peaked at $243K in Q2 2026. 220 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

  • Claro Advisors reported no remaining Covista Inc position as of Q3 2026 after selling out during the quarter.
  • Claro Advisors sold 1,949 Covista Inc shares in Q3 2026, an estimated $243K.
  • Claro Advisors first reported a position in Covista Inc in Q1 2026 and held it in 2 quarters.
  • Claro Advisors's Covista Inc position peaked at $243K in Q2 2026.
  • 220 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.