Lindbrook Capital’s Covista Inc CVSA Stock Holding History

Lindbrook Capital’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	$9.76K	Buy	97 +9	+10%	+$898	﹤0.01%	1660
2024 Q4	$8K	Buy	88 +4	+5%	+$334	﹤0.01%	1773
2024 Q3	$6.34K	Hold	84	–	–	﹤0.01%	1905
2024 Q2	$5.73K	Hold	84	–	–	﹤0.01%	1935
2024 Q1	$4.32K	Hold	84	–	–	﹤0.01%	1956
2023 Q4	$4.95K	Hold	84	–	–	﹤0.01%	1895
2023 Q3	$3.6K	Hold	84	–	–	﹤0.01%	1915
2023 Q2	$2.88K	Hold	84	–	–	﹤0.01%	2020
2023 Q1	$3.24K	Sell	84 -23	-21%	-$880	﹤0.01%	2042
2022 Q4	$3.8K	Hold	107	–	–	﹤0.01%	1955
2022 Q3	$4K	Sell	107 -5	-4%	-$191	﹤0.01%	1730
2022 Q2	$4K	Hold	112	–	–	﹤0.01%	1610
2022 Q1	$3K	Buy	112 +71	+173%	+$1.91K	﹤0.01%	1786
2021 Q4	$1K	Hold	41	–	–	﹤0.01%	1875
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	1495
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	1703
2021 Q1	$2K	Hold	41	–	–	﹤0.01%	1515
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	1567
2020 Q3	$1K	Hold	41	–	–	﹤0.01%	1505
2020 Q2	$1K	Hold	41	–	–	﹤0.01%	1512
2020 Q1	$1K	Buy	+41	New	+$1.31K	﹤0.01%	1389

Other funds holding CVSA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Lindbrook Capital's CVSA Position: Q1 2025 in Review

Lindbrook Capital increased its Covista Inc (CVSA) stake by 10% in Q1 2025, buying an estimated $898 and bringing the position to 97 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Lindbrook Capital first reported a position in CVSA in Q1 2020 and has held it in 21 quarters since. 342 funds tracked by Wall St. Rank hold CVSA as of Q1 2025.

Lindbrook Capital held 97 shares of Covista Inc worth $9.76K as of Q1 2025.
Lindbrook Capital bought 9 Covista Inc shares in Q1 2025, an estimated $898.
Covista Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1660 holding.
Lindbrook Capital first reported a position in Covista Inc in Q1 2020 and has held it in 21 quarters since.
342 funds tracked by Wall St. Rank held Covista Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.