SWA
CVSA

Sutton Wealth Advisors’s Covista Inc CVSA Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-559
Closed -$19.8K – 867
2022
Q4 		$19.8K Sell
559
-323
-37% -$12.6K 0.01% 694
2022
Q3 		$32.1K Buy
882
+490
+125% +$18.7K 0.01% 504
2022
Q2 		$14.1K Buy
+392
New +$12.4K 0.01% 791
2022
Q1 		– Sell
-14
Closed -$414 – 1636
2021
Q4 		$414 Sell
14
-717
-98% -$23.6K ﹤0.01% 1560
2021
Q3 		$27.6K Buy
+731
New +$27.1K 0.01% 597

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sutton Wealth Advisors's CVSA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Covista Inc (CVSA) in Q1 2023, closing a stake of 559 shares — an estimated $19.8K sold.

Sutton Wealth Advisors first reported a position in CVSA in Q3 2021 and held it in 5 quarters. The position peaked at $32.1K in Q3 2022. 191 funds tracked by Wall St. Rank hold CVSA as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Covista Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 559 Covista Inc shares in Q1 2023, an estimated $19.8K.
  • Sutton Wealth Advisors first reported a position in Covista Inc in Q3 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Covista Inc position peaked at $32.1K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held Covista Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.