Root Financial Partners’s Covista Inc CVSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-134
Closed -$15.4K 620
2026
Q1
$15.4K Buy
134
+42
+46% +$4.49K ﹤0.01% 1468
2025
Q4
$9.52K Sell
92
-37
-29% -$4.24K ﹤0.01% 1513
2025
Q3
$19.9K Buy
+129
New +$16.5K ﹤0.01% 1121

Other funds holding CVSA

Root Financial Partners's CVSA Position: Q2 2026 in Review

Root Financial Partners sold out of Covista Inc (CVSA) in Q2 2026, closing a stake of 134 shares — an estimated $15.4K sold.

Root Financial Partners first reported a position in CVSA in Q3 2025 and held it in 3 quarters. The position peaked at $19.9K in Q3 2025. 81 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Root Financial Partners reported no remaining Covista Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 134 Covista Inc shares in Q2 2026, an estimated $15.4K.
  • Root Financial Partners first reported a position in Covista Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Covista Inc position peaked at $19.9K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.