GWS
CVSA

Glassman Wealth Services’s Covista Inc CVSA Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-6
Closed -$257 – 1970
2023
Q3 		$257 Hold
6
– – ﹤0.01% 1846
2023
Q2 		$206 Hold
6
– – ﹤0.01% 1805
2023
Q1 		$232 Hold
6
– – ﹤0.01% 1763
2022
Q4 		$213 Hold
6
– – ﹤0.01% 1780
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1653
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1662
2022
Q1 		$0 Buy
+6
New +$161 ﹤0.01% 1629

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Glassman Wealth Services's CVSA Position: Q4 2023 in Review

Glassman Wealth Services sold out of Covista Inc (CVSA) in Q4 2023, closing a stake of 6 shares — an estimated $257 sold.

Glassman Wealth Services first reported a position in CVSA in Q1 2022 and held it in 7 quarters. The position peaked at $257 in Q3 2023. 245 funds tracked by Wall St. Rank hold CVSA as of Q4 2023.

  • Glassman Wealth Services reported no remaining Covista Inc position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 6 Covista Inc shares in Q4 2023, an estimated $257.
  • Glassman Wealth Services first reported a position in Covista Inc in Q1 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Covista Inc position peaked at $257 in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Covista Inc as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.