PWMG
CVSA

Prestige Wealth Management Group’s Covista Inc CVSA Stock Holding History

Prestige Wealth Management 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
2025
Q2 		– Sell
-54
Closed -$722 – 1014
2025
Q1 		$722 Buy
+54
New +$5.38K ﹤0.01% 898

Other funds holding CVSA

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prestige Wealth Management Group's CVSA Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of Covista Inc (CVSA) in Q2 2025, closing a stake of 54 shares — an estimated $722 sold.

Prestige Wealth Management Group first reported a position in CVSA in Q1 2025 and held it in 1 quarter. The position peaked at $722 in Q1 2025. 385 funds tracked by Wall St. Rank hold CVSA as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining Covista Inc position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 54 Covista Inc shares in Q2 2025, an estimated $722.
  • Prestige Wealth Management Group first reported a position in Covista Inc in Q1 2025 and held it in 1 quarter.
  • Prestige Wealth Management Group's Covista Inc position peaked at $722 in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Covista Inc as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.