NWAG
CVSA

Net Worth Advisory Group’s Covista Inc CVSA Stock Holding History

Net Worth Advisory Group’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
Q2 		– Sell
-2,619
Closed -$264K – 428
2025
Q1 		$264K Sell
2,619
-46
-2% -$4.59K 0.08% 288
2024
Q4 		$242K Sell
2,665
-106
-4% -$8.86K 0.07% 307
2024
Q3 		$209K Buy
+2,771
New +$204K 0.06% 365

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Net Worth Advisory Group's CVSA Position: Q2 2025 in Review

Net Worth Advisory Group sold out of Covista Inc (CVSA) in Q2 2025, closing a stake of 2,619 shares — an estimated $264K sold.

Net Worth Advisory Group first reported a position in CVSA in Q3 2024 and held it in 3 quarters. The position peaked at $264K in Q1 2025. 385 funds tracked by Wall St. Rank hold CVSA as of Q2 2025.

  • Net Worth Advisory Group reported no remaining Covista Inc position as of Q2 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,619 Covista Inc shares in Q2 2025, an estimated $264K.
  • Net Worth Advisory Group first reported a position in Covista Inc in Q3 2024 and held it in 3 quarters.
  • Net Worth Advisory Group's Covista Inc position peaked at $264K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Covista Inc as of Q2 2025.

Based on Net Worth Advisory Group's 13F filing for Q2 2025, filed 22 Jul 2025.