SFG
CVSA

Steward Financial Group’s Covista Inc CVSA Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+39
New +$1.65K ﹤0.01% 1091
2023
Q2 		– Sell
-39
Closed -$1K – 466
2023
Q1 		$1K Buy
39
+21
+117% +$804 ﹤0.01% 569
2022
Q4 		$0 Buy
+18
New +$703 ﹤0.01% 545
2022
Q3 		– Sell
-12
Closed – – 148
2022
Q2 		$0 Buy
+12
New +$378 ﹤0.01% 968

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's CVSA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Covista Inc (CVSA) in Q3 2023: 39 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CVSA as recently as Q1 2023.

Steward Financial Group first reported a position in CVSA in Q2 2022 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold CVSA as of Q3 2023.

  • Steward Financial Group held 39 shares of Covista Inc worth $1K as of Q3 2023.
  • Covista Inc was a new Steward Financial Group position in Q3 2023.
  • Covista Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1091 holding.
  • Steward Financial Group first reported a position in Covista Inc in Q2 2022 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Covista Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.