TWP
CVSA

TFO Wealth Partners’s Covista Inc CVSA Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$154 – 114
2024
Q1 		$154 Hold
3
– – ﹤0.01% 553
2023
Q4 		$177 Hold
3
– – ﹤0.01% 673
2023
Q3 		$103 Hold
3
– – ﹤0.01% 967
2023
Q2 		$103 Hold
3
– – ﹤0.01% 655
2023
Q1 		$116 Buy
3
+1
+50% +$38 ﹤0.01% 614
2022
Q4 		$673 Buy
+2
New +$78 ﹤0.01% 436

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TFO Wealth Partners's CVSA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Covista Inc (CVSA) in Q2 2024, closing a stake of 3 shares — an estimated $154 sold.

TFO Wealth Partners first reported a position in CVSA in Q4 2022 and held it in 6 quarters. The position peaked at $673 in Q4 2022. 258 funds tracked by Wall St. Rank hold CVSA as of Q2 2024.

  • TFO Wealth Partners reported no remaining Covista Inc position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Covista Inc shares in Q2 2024, an estimated $154.
  • TFO Wealth Partners first reported a position in Covista Inc in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Covista Inc position peaked at $673 in Q4 2022.
  • 258 funds tracked by Wall St. Rank held Covista Inc as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.