CWA
CVSA

Clarus Wealth Advisors’s Covista Inc CVSA Stock Holding History

Clarus Wealth 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
2018
Q3 		– Sell
-4,325
Closed -$206K – 704
2018
Q2 		$206K Hold
4,325
– – 0.16% 105
2018
Q1 		$206K Buy
+4,325
New +$202K 0.19% 105

Other funds holding CVSA

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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clarus Wealth Advisors's CVSA Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Covista Inc (CVSA) in Q3 2018, closing a stake of 4,325 shares — an estimated $206K sold.

Clarus Wealth Advisors first reported a position in CVSA in Q1 2018 and held it in 2 quarters. The position peaked at $206K in Q2 2018. 197 funds tracked by Wall St. Rank hold CVSA as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Covista Inc position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 4,325 Covista Inc shares in Q3 2018, an estimated $206K.
  • Clarus Wealth Advisors first reported a position in Covista Inc in Q1 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Covista Inc position peaked at $206K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held Covista Inc as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.