IWM
CVSA

IHT Wealth Management’s Covista Inc CVSA Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-63
Closed -$3K – 478
2018
Q1 		$3K Hold
63
– – ﹤0.01% 1417
2017
Q4 		$3K Hold
63
– – ﹤0.01% 1413
2017
Q3 		$2K Hold
63
– – ﹤0.01% 1198
2017
Q2 		$40 Hold
63
– – 0.02% 561
2017
Q1 		$2K Hold
63
– – ﹤0.01% 1062
2016
Q4 		$2K Buy
+63
New +$1.7K ﹤0.01% 1020

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IHT Wealth Management's CVSA Position: Q2 2018 in Review

IHT Wealth Management sold out of Covista Inc (CVSA) in Q2 2018, closing a stake of 63 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in CVSA in Q4 2016 and held it in 6 quarters. The position peaked at $3K in Q1 2018. 209 funds tracked by Wall St. Rank hold CVSA as of Q2 2018.

  • IHT Wealth Management reported no remaining Covista Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 63 Covista Inc shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in Covista Inc in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Covista Inc position peaked at $3K in Q1 2018.
  • 209 funds tracked by Wall St. Rank held Covista Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.