FFM
CVSA

Forum Financial Management’s Covista Inc CVSA Stock Holding History

Forum Financial 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 		– Sell
-2,450
Closed -$254K – 388
2025
Q4 		$254K Sell
2,450
-1
-0% -$115 ﹤0.01% 837
2025
Q3 		$379K Buy
2,451
+1
+0% +$128 0.01% 599
2025
Q2 		$312K Hold
2,450
– – ﹤0.01% 648
2025
Q1 		$247K Buy
+2,450
New +$244K ﹤0.01% 704

Other funds holding CVSA

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Forum Financial Management's CVSA Position: Q1 2026 in Review

Forum Financial Management sold out of Covista Inc (CVSA) in Q1 2026, closing a stake of 2,450 shares — an estimated $254K sold.

Forum Financial Management first reported a position in CVSA in Q1 2025 and held it in 4 quarters. The position peaked at $379K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Forum Financial Management reported no remaining Covista Inc position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,450 Covista Inc shares in Q1 2026, an estimated $254K.
  • Forum Financial Management first reported a position in Covista Inc in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Covista Inc position peaked at $379K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.