JWA
CVSA

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JFS Wealth Advisors's CVSA Position: Q2 2026 in Review

JFS Wealth Advisors increased its Covista Inc (CVSA) stake by 28% in Q2 2026, buying an estimated $1.81K and bringing the position to 69 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

JFS Wealth Advisors first reported a position in CVSA in Q4 2021 and has held it in 19 quarters since. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • JFS Wealth Advisors held 69 shares of Covista Inc worth $8.6K as of Q2 2026.
  • JFS Wealth Advisors bought 15 Covista Inc shares in Q2 2026, an estimated $1.81K.
  • Covista Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1074 holding.
  • JFS Wealth Advisors first reported a position in Covista Inc in Q4 2021 and has held it in 19 quarters since.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.