Next Financial Group’s Covista Inc CVSA Stock Holding History

Next Financial 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
2021 Q2	–	Sell	-54	Closed	-$2K	–	2618
2021 Q1	$2K	Buy	+54	New	+$2.11K	﹤0.01%	2285
2019 Q4	–	Sell	-4	Closed	–	–	2348
2019 Q3	$0	Hold	4	–	–	﹤0.01%	2300
2019 Q2	$0	Hold	4	–	–	﹤0.01%	2294
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1648
2018 Q4	$0	Buy	+4	New	+$205	﹤0.01%	1948
2017 Q1	–	Sell	-49	Closed	-$2K	–	1890
2016 Q4	$2K	Hold	49	–	–	﹤0.01%	2142
2016 Q3	$1K	Sell	49 -60	-55%	-$1.34K	﹤0.01%	2244
2016 Q2	$1K	Hold	109	–	–	﹤0.01%	1642
2016 Q1	$1K	Hold	109	–	–	﹤0.01%	1608
2015 Q4	$2K	Hold	109	–	–	﹤0.01%	1570
2015 Q3	$2K	Hold	109	–	–	﹤0.01%	1597
2015 Q2	$3K	Hold	109	–	–	﹤0.01%	1583
2015 Q1	$3K	Hold	109	–	–	﹤0.01%	1597
2014 Q4	$5K	Sell	109 -91	-46%	-$4.28K	﹤0.01%	1472
2014 Q3	$9K	Buy	200 +60	+43%	+$2.55K	﹤0.01%	1787
2014 Q2	$6K	Buy	+140	New	+$5.96K	﹤0.01%	868

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return