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 $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 $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Next Financial Group's CVSA Position: Q2 2021 in Review

Next Financial Group sold out of Covista Inc (CVSA) in Q2 2021, closing a stake of 54 shares — an estimated $2K sold.

Next Financial Group first reported a position in CVSA in Q2 2014 and held it in 16 quarters. The position peaked at $9K in Q3 2014. 183 funds tracked by Wall St. Rank hold CVSA as of Q2 2021.

Next Financial Group reported no remaining Covista Inc position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 54 Covista Inc shares in Q2 2021, an estimated $2K.
Next Financial Group first reported a position in Covista Inc in Q2 2014 and held it in 16 quarters.
Next Financial Group's Covista Inc position peaked at $9K in Q3 2014.
183 funds tracked by Wall St. Rank held Covista Inc as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.