JFS Wealth Advisors’s Covista Inc CVSA Stock Holding History

JFS Wealth Advisors’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 Q2	$8.6K	Buy	69 +15	+28%	+$1.81K	﹤0.01%	1074
2026 Q1	$6.22K	Buy	54 +2	+4%	+$214	﹤0.01%	1117
2025 Q4	$5.38K	Buy	52 +4	+8%	+$458	﹤0.01%	1212
2025 Q3	$7.41K	Hold	48	–	–	﹤0.01%	985
2025 Q2	$6.11K	Hold	48	–	–	﹤0.01%	1017
2025 Q1	$4.83K	Buy	48 +1	+2%	+$100	﹤0.01%	1137
2024 Q4	$4.27K	Hold	47	–	–	﹤0.01%	1186
2024 Q3	$3.55K	Buy	47 +1	+2%	+$74	﹤0.01%	1244
2024 Q2	$3.14K	Hold	46	–	–	﹤0.01%	1257
2024 Q1	$2.37K	Hold	46	–	–	﹤0.01%	1383
2023 Q4	$2.71K	Hold	46	–	–	﹤0.01%	1307
2023 Q3	$1.97K	Hold	46	–	–	﹤0.01%	1366
2023 Q2	$1.58K	Hold	46	–	–	﹤0.01%	1469
2023 Q1	$1.78K	Sell	46 -5	-10%	-$191	﹤0.01%	1411
2022 Q4	$1.81K	Buy	51 +4	+9%	+$156	﹤0.01%	1408
2022 Q3	$2K	Buy	47 +44	+1,467%	+$1.68K	﹤0.01%	1275
2022 Q2	$0	Buy	3 +1	+50%	+$32	﹤0.01%	1726
2022 Q1	$0	Sell	2 -12	-86%	-$322	﹤0.01%	1814
2021 Q4	$0	Buy	+14	New	+$461	﹤0.01%	1702

Other funds holding CVSA

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return