Pathstone Holdings
CVSA

Pathstone Holdings’s Covista Inc CVSA Stock Holding History

Pathstone Holdings’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
2026
Q1 		$782K Sell
6,783
-78
-1% -$8.33K ﹤0.01% 1535
2025
Q4 		$710K Buy
6,861
+345
+5% +$39.5K ﹤0.01% 1588
2025
Q3 		$1.01M Buy
6,516
+679
+12% +$86.9K ﹤0.01% 1422
2025
Q2 		$743K Buy
5,837
+1,829
+46% +$216K ﹤0.01% 1540
2025
Q1 		$403K Sell
4,008
-1,325
-25% -$132K ﹤0.01% 1809
2024
Q4 		$485K Sell
5,333
-738
-12% -$61.7K ﹤0.01% 1733
2024
Q3 		$458K Sell
6,071
-139
-2% -$10.3K ﹤0.01% 1772
2024
Q2 		$424K Buy
6,210
+163
+3% +$9.57K ﹤0.01% 1780
2024
Q1 		$311K Buy
6,047
+54
+0.9% +$2.82K ﹤0.01% 1929
2023
Q4 		$353K Buy
+5,993
New +$320K ﹤0.01% 1718

Other funds holding CVSA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return