SFA
CVSA

Sequoia Financial Advisors’s Covista Inc CVSA Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-2,506
Closed -$259K – 1938
2025
Q4 		$259K Buy
+2,506
New +$287K ﹤0.01% 1649

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T 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

Sequoia Financial Advisors's CVSA Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Covista Inc (CVSA) in Q1 2026, closing a stake of 2,506 shares — an estimated $259K sold.

Sequoia Financial Advisors first reported a position in CVSA in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Covista Inc position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,506 Covista Inc shares in Q1 2026, an estimated $259K.
  • Sequoia Financial Advisors first reported a position in Covista Inc in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Covista Inc position peaked at $259K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.