PFGIA
CVSA

Patriot Financial Group Insurance Agency’s Covista Inc CVSA Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q1 		– Sell
-8
Closed – – 1564
2019
Q4 		$0 Sell
8
-3
-27% -$103 ﹤0.01% 1315
2019
Q3 		$0 Buy
11
+4
+57% +$180 ﹤0.01% 1298
2019
Q2 		$1K Hold
7
– – ﹤0.01% 1178
2019
Q1 		$0 Buy
+7
New +$337 ﹤0.01% 1225

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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CVSA Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Covista Inc (CVSA) in Q1 2020, closing a stake of 8 shares.

Patriot Financial Group Insurance Agency first reported a position in CVSA in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 155 funds tracked by Wall St. Rank hold CVSA as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Covista Inc position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8 Covista Inc shares in Q1 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Covista Inc in Q1 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Covista Inc position peaked at $1K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Covista Inc as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.