TPCW
CVSA

TD Private Client Wealth’s Covista Inc CVSA Stock Holding History

TD Private Client 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
2024
Q3 		– Sell
-1,138
Closed -$77.6K – 1281
2024
Q2 		$77.6K Hold
1,138
– – ﹤0.01% 730
2024
Q1 		$58.5K Sell
1,138
-208
-15% -$10.9K ﹤0.01% 774
2023
Q4 		$79.3K Buy
1,346
+440
+49% +$23.5K ﹤0.01% 727
2023
Q3 		$38.8K Buy
906
+212
+31% +$8.96K ﹤0.01% 813
2023
Q2 		$23.8K Hold
694
– – ﹤0.01% 918
2023
Q1 		$26.8K Buy
694
+159
+30% +$6.09K ﹤0.01% 891
2022
Q4 		$19K Buy
535
+156
+41% +$6.09K ﹤0.01% 923
2022
Q3 		$13.8K Hold
379
– – ﹤0.01% 960
2022
Q2 		$13.6K Sell
379
-108
-22% -$3.4K ﹤0.01% 969
2022
Q1 		$14.5K Buy
+487
New +$13.1K ﹤0.01% 995

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TD Private Client Wealth's CVSA Position: Q3 2024 in Review

TD Private Client Wealth sold out of Covista Inc (CVSA) in Q3 2024, closing a stake of 1,138 shares — an estimated $77.6K sold.

TD Private Client Wealth first reported a position in CVSA in Q1 2022 and held it in 10 quarters. The position peaked at $79.3K in Q4 2023. 273 funds tracked by Wall St. Rank hold CVSA as of Q3 2024.

  • TD Private Client Wealth reported no remaining Covista Inc position as of Q3 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 1,138 Covista Inc shares in Q3 2024, an estimated $77.6K.
  • TD Private Client Wealth first reported a position in Covista Inc in Q1 2022 and held it in 10 quarters.
  • TD Private Client Wealth's Covista Inc position peaked at $79.3K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Covista Inc as of Q3 2024.

Based on TD Private Client Wealth's 13F filing for Q3 2024, filed 18 Nov 2024.