JSW
CVSA

Journey Strategic Wealth’s Covista Inc CVSA Stock Holding History

Journey Strategic Wealth’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
2025
Q4 		– Sell
-1,635
Closed -$253K – 770
2025
Q3 		$253K Buy
1,635
+13
+0.8% +$1.67K 0.01% 555
2025
Q2 		$206K Buy
+1,622
New +$192K 0.01% 607

Other funds holding CVSA

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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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Journey Strategic Wealth's CVSA Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Covista Inc (CVSA) in Q4 2025, closing a stake of 1,635 shares — an estimated $253K sold.

Journey Strategic Wealth first reported a position in CVSA in Q2 2025 and held it in 2 quarters. The position peaked at $253K in Q3 2025. 372 funds tracked by Wall St. Rank hold CVSA as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Covista Inc position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 1,635 Covista Inc shares in Q4 2025, an estimated $253K.
  • Journey Strategic Wealth first reported a position in Covista Inc in Q2 2025 and held it in 2 quarters.
  • Journey Strategic Wealth's Covista Inc position peaked at $253K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Covista Inc as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.