LFA
CVSA

LGT Financial Advisors’s Covista Inc CVSA Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-186
Closed -$16.9K – 334
2024
Q4 		$16.9K Hold
186
– – 0.04% 341
2024
Q3 		$14K Hold
186
– – 0.03% 352
2024
Q2 		$12.7K Hold
186
– – 0.03% 416
2024
Q1 		$9.56K Hold
186
– – 0.01% 506
2023
Q4 		$11K Hold
186
– – 0.01% 466
2023
Q3 		$7.97K Buy
+186
New +$7.86K 0.01% 524

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LGT Financial Advisors's CVSA Position: Q1 2025 in Review

LGT Financial Advisors sold out of Covista Inc (CVSA) in Q1 2025, closing a stake of 186 shares — an estimated $16.9K sold.

LGT Financial Advisors first reported a position in CVSA in Q3 2023 and held it in 6 quarters. The position peaked at $16.9K in Q4 2024. 342 funds tracked by Wall St. Rank hold CVSA as of Q1 2025.

  • LGT Financial Advisors reported no remaining Covista Inc position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 186 Covista Inc shares in Q1 2025, an estimated $16.9K.
  • LGT Financial Advisors first reported a position in Covista Inc in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Covista Inc position peaked at $16.9K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Covista Inc as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.