Janiczek Wealth Management’s Covista Inc CVSA Stock Holding History

Janiczek 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
2024 Q2	$2.59K	Hold	38	–	–	﹤0.01%	824
2024 Q1	$1.95K	Hold	38	–	–	﹤0.01%	866
2023 Q4	$2.24K	Hold	38	–	–	﹤0.01%	840
2023 Q3	$1.63K	Hold	38	–	–	﹤0.01%	857
2023 Q2	$1.3K	Hold	38	–	–	﹤0.01%	816
2023 Q1	$1.52K	Hold	38	–	–	﹤0.01%	794
2022 Q4	$1.41K	Hold	38	–	–	﹤0.01%	819
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	809
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	760
2022 Q1	$1K	Sell	38 -171	-82%	-$4.59K	﹤0.01%	827
2021 Q4	$6K	Sell	209 -18	-8%	-$593	﹤0.01%	654
2021 Q3	$9K	Sell	227 -50	-18%	-$1.86K	﹤0.01%	577
2021 Q2	$10K	Buy	277 +5	+2%	+$188	﹤0.01%	546
2021 Q1	$11K	Buy	272 +63	+30%	+$2.46K	﹤0.01%	506
2020 Q4	$7K	Buy	209 +130	+165%	+$3.71K	﹤0.01%	516
2020 Q3	$2K	Buy	+79	New	+$2.55K	﹤0.01%	496

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's CVSA Position: Q2 2024 in Review

Janiczek Wealth Management held its Covista Inc (CVSA) position steady in Q2 2024 at 38 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Janiczek Wealth Management first reported a position in CVSA in Q3 2020 and has held it in 16 quarters since. The position peaked at $11K in Q1 2021. 258 funds tracked by Wall St. Rank hold CVSA as of Q2 2024.

Janiczek Wealth Management held 38 shares of Covista Inc worth $2.59K as of Q2 2024.
Janiczek Wealth Management left its Covista Inc share count unchanged in Q2 2024.
Covista Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #824 holding.
Janiczek Wealth Management first reported a position in Covista Inc in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Covista Inc position peaked at $11K in Q1 2021.
258 funds tracked by Wall St. Rank held Covista Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.