Crown Advisors Management’s Covista Inc CVSA Stock Holding History

Crown Advisors Management’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 Q1	$922K	Sell	8,000 -7,000	-47%	-$747K	0.61%	35
2025 Q4	$1.55M	Buy	+15,000	New	+$1.72M	1.02%	33
2019 Q4	–	Sell	-45,000	Closed	-$1.71M	–	44
2019 Q3	$1.71M	Sell	45,000 -35,000	-44%	-$1.57M	1.15%	44
2019 Q2	$3.6M	Hold	80,000	–	–	2.49%	15
2019 Q1	$3.71M	Hold	80,000	–	–	2.78%	13
2018 Q4	$3.79M	Hold	80,000	–	–	3.93%	4
2018 Q3	$3.86M	Sell	80,000 -20,000	-20%	-$1.01M	3.29%	8
2018 Q2	$4.81M	Hold	100,000	–	–	4.07%	4
2018 Q1	$4.75M	Hold	100,000	–	–	4.52%	4
2017 Q4	$4.21M	Buy	+100,000	New	+$3.92M	4.02%	8

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return