TWA
CVSA

TCI Wealth Advisors’s Covista Inc CVSA Stock Holding History

TCI 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
Q2 		– Sell
-265
Closed -$10.2K – 363
2023
Q1 		$10.2K Hold
265
– – ﹤0.01% 1079
2022
Q4 		$9.41K Hold
265
– – ﹤0.01% 1110
2022
Q3 		$10K Buy
265
+3
+1% +$115 ﹤0.01% 988
2022
Q2 		$9K Hold
262
– – ﹤0.01% 1057
2022
Q1 		$8K Buy
+262
New +$7.04K ﹤0.01% 1225
2021
Q4 		– Sell
-85
Closed -$3K – 2296
2021
Q3 		$3K Buy
+85
New +$3.15K ﹤0.01% 1898
2021
Q2 		– Sell
-48
Closed -$2K – 2312
2021
Q1 		$2K Buy
+48
New +$1.87K ﹤0.01% 1664

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TCI Wealth Advisors's CVSA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Covista Inc (CVSA) in Q2 2023, closing a stake of 265 shares — an estimated $10.2K sold.

TCI Wealth Advisors first reported a position in CVSA in Q1 2021 and held it in 7 quarters. The position peaked at $10.2K in Q1 2023. 199 funds tracked by Wall St. Rank hold CVSA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Covista Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 265 Covista Inc shares in Q2 2023, an estimated $10.2K.
  • TCI Wealth Advisors first reported a position in Covista Inc in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Covista Inc position peaked at $10.2K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Covista Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.