DI
CVSA

Disciplined Investments’s Covista Inc CVSA Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-11
Closed -$378 – 212
2023
Q2 		$378 Hold
11
– – ﹤0.01% 1330
2023
Q1 		$425 Buy
11
+1
+10% +$38 ﹤0.01% 1285
2022
Q4 		$355 Sell
10
-3
-23% -$117 ﹤0.01% 1285
2022
Q3 		$0 Buy
13
+6
+86% +$229 ﹤0.01% 1220
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1253
2022
Q1 		$0 Buy
+7
New +$188 ﹤0.01% 1329

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Disciplined Investments's CVSA Position: Q3 2023 in Review

Disciplined Investments sold out of Covista Inc (CVSA) in Q3 2023, closing a stake of 11 shares — an estimated $378 sold.

Disciplined Investments first reported a position in CVSA in Q1 2022 and held it in 6 quarters. The position peaked at $425 in Q1 2023. 209 funds tracked by Wall St. Rank hold CVSA as of Q3 2023.

  • Disciplined Investments reported no remaining Covista Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Covista Inc shares in Q3 2023, an estimated $378.
  • Disciplined Investments first reported a position in Covista Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Covista Inc position peaked at $425 in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Covista Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.