SVB Wealth’s Covista Inc CVSA Stock Holding History

SVB Wealth’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 Q2	–	Sell	-156	Closed	-$15.7K	–	569
2025 Q1	$15.7K	Buy	+156	New	+$15.6K	﹤0.01%	797

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SVB Wealth's CVSA Position: Q2 2025 in Review

SVB Wealth sold out of Covista Inc (CVSA) in Q2 2025, closing a stake of 156 shares — an estimated $15.7K sold.

SVB Wealth first reported a position in CVSA in Q1 2025 and held it in 1 quarter. The position peaked at $15.7K in Q1 2025. 385 funds tracked by Wall St. Rank hold CVSA as of Q2 2025.

SVB Wealth reported no remaining Covista Inc position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 156 Covista Inc shares in Q2 2025, an estimated $15.7K.
SVB Wealth first reported a position in Covista Inc in Q1 2025 and held it in 1 quarter.
SVB Wealth's Covista Inc position peaked at $15.7K in Q1 2025.
385 funds tracked by Wall St. Rank held Covista Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.