FTDI
CVSA

First Trust Direct Indexing’s Covista Inc CVSA Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-4,383
Closed -$331K – 70
2024
Q3 		$331K Sell
4,383
-373
-8% -$27.5K 0.02% 689
2024
Q2 		$324K Buy
4,756
+160
+3% +$9.39K 0.02% 639
2024
Q1 		$236K Sell
4,596
-75
-2% -$3.92K 0.02% 677
2023
Q4 		$275K Sell
4,671
-19
-0.4% -$1.01K 0.02% 607
2023
Q3 		$201K Buy
+4,690
New +$198K 0.02% 648
2022
Q4 		– Sell
-5,648
Closed -$206K – 687
2022
Q3 		$206K Sell
5,648
-150
-3% -$5.73K 0.03% 584
2022
Q2 		$209K Buy
+5,798
New +$183K 0.03% 570
2021
Q4 		– Sell
-5,833
Closed -$221K – 669
2021
Q3 		$221K Buy
+5,833
New +$216K 0.03% 563

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

First Trust Direct Indexing's CVSA Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Covista Inc (CVSA) in Q4 2024, closing a stake of 4,383 shares — an estimated $331K sold.

First Trust Direct Indexing first reported a position in CVSA in Q3 2021 and held it in 8 quarters. The position peaked at $331K in Q3 2024. 309 funds tracked by Wall St. Rank hold CVSA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Covista Inc position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,383 Covista Inc shares in Q4 2024, an estimated $331K.
  • First Trust Direct Indexing first reported a position in Covista Inc in Q3 2021 and held it in 8 quarters.
  • First Trust Direct Indexing's Covista Inc position peaked at $331K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Covista Inc as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.