SPC
CVSA

Sigma Planning Corp’s Covista Inc CVSA Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-3,762
Closed -$581K – 1302
2025
Q3 		$581K Sell
3,762
-4,054
-52% -$519K 0.02% 750
2025
Q2 		$994K Buy
7,816
+668
+9% +$79K 0.03% 504
2025
Q1 		$719K Buy
7,148
+1,148
+19% +$114K 0.02% 600
2024
Q4 		$545K Buy
+6,000
New +$502K 0.02% 707

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sigma Planning Corp's CVSA Position: Q4 2025 in Review

Sigma Planning Corp sold out of Covista Inc (CVSA) in Q4 2025, closing a stake of 3,762 shares — an estimated $581K sold.

Sigma Planning Corp first reported a position in CVSA in Q4 2024 and held it in 4 quarters. The position peaked at $994K in Q2 2025. 372 funds tracked by Wall St. Rank hold CVSA as of Q4 2025.

  • Sigma Planning Corp reported no remaining Covista Inc position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 3,762 Covista Inc shares in Q4 2025, an estimated $581K.
  • Sigma Planning Corp first reported a position in Covista Inc in Q4 2024 and held it in 4 quarters.
  • Sigma Planning Corp's Covista Inc position peaked at $994K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Covista Inc as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.