OFA
CVSA

Oak Family Advisors’s Covista Inc CVSA Stock Holding History

Oak Family 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
-2,982
Closed -$271K – 107
2024
Q4 		$271K Sell
2,982
-18,469
-86% -$1.54M 0.1% 88
2024
Q3 		$1.62M Sell
21,451
-470
-2% -$34.7K 0.5% 46
2024
Q2 		$1.5M Sell
21,921
-983
-4% -$57.7K 0.51% 49
2024
Q1 		$1.18M Buy
22,904
+4,549
+25% +$238K 0.45% 53
2023
Q4 		$1.08M Sell
18,355
-87
-0.5% -$4.64K 0.46% 55
2023
Q3 		$790K Sell
18,442
-11
-0.1% -$465 0.37% 55
2023
Q2 		$634K Hold
18,453
– – 0.3% 68
2023
Q1 		$713K Buy
18,453
+842
+5% +$32.2K 0.35% 59
2022
Q4 		$625K Sell
17,611
-40
-0.2% -$1.56K 0.33% 62
2022
Q3 		$643K Buy
17,651
+1,577
+10% +$60.2K 0.34% 53
2022
Q2 		$578K Sell
16,074
-150
-0.9% -$4.73K 0.29% 63
2022
Q1 		$482K Buy
16,224
+4,000
+33% +$107K 0.19% 81
2021
Q4 		$361K Buy
12,224
+106
+0.9% +$3.49K 0.13% 102
2021
Q3 		$458K Buy
+12,118
New +$450K 0.17% 79

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

Oak Family Advisors's CVSA Position: Q1 2025 in Review

Oak Family Advisors sold out of Covista Inc (CVSA) in Q1 2025, closing a stake of 2,982 shares — an estimated $271K sold.

Oak Family Advisors first reported a position in CVSA in Q3 2021 and held it in 14 quarters. The position peaked at $1.62M in Q3 2024. 342 funds tracked by Wall St. Rank hold CVSA as of Q1 2025.

  • Oak Family Advisors reported no remaining Covista Inc position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 2,982 Covista Inc shares in Q1 2025, an estimated $271K.
  • Oak Family Advisors first reported a position in Covista Inc in Q3 2021 and held it in 14 quarters.
  • Oak Family Advisors's Covista Inc position peaked at $1.62M in Q3 2024.
  • 342 funds tracked by Wall St. Rank held Covista Inc as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.