CFP
CVSA

Comprehensive Financial Planning’s Covista Inc CVSA Stock Holding History

Comprehensive Financial Planning’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
2025
Q3 		– Sell
-2,082
Closed -$265K – 348
2025
Q2 		$265K Buy
+2,082
New +$246K 0.21% 91

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Comprehensive Financial Planning's CVSA Position: Q3 2025 in Review

Comprehensive Financial Planning sold out of Covista Inc (CVSA) in Q3 2025, closing a stake of 2,082 shares — an estimated $265K sold.

Comprehensive Financial Planning first reported a position in CVSA in Q2 2025 and held it in 1 quarter. The position peaked at $265K in Q2 2025. 405 funds tracked by Wall St. Rank hold CVSA as of Q3 2025.

  • Comprehensive Financial Planning reported no remaining Covista Inc position as of Q3 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 2,082 Covista Inc shares in Q3 2025, an estimated $265K.
  • Comprehensive Financial Planning first reported a position in Covista Inc in Q2 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Covista Inc position peaked at $265K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held Covista Inc as of Q3 2025.

Based on Comprehensive Financial Planning's 13F filing for Q3 2025, filed 12 Nov 2025.