TPWA
CVSA

Twin Peaks Wealth Advisors’s Covista Inc CVSA Stock Holding History

Twin Peaks 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
2026
Q2 		– Sell
-115
Closed -$13.3K – 381
2026
Q1 		$13.3K Buy
+115
New +$12.3K ﹤0.01% 913
2025
Q3 		– Sell
-165
Closed -$21K – 315
2025
Q2 		$21K Buy
+165
New +$19.5K 0.01% 588

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's CVSA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Covista Inc (CVSA) in Q2 2026, closing a stake of 115 shares — an estimated $13.3K sold.

Twin Peaks Wealth Advisors first reported a position in CVSA in Q2 2025 and held it in 2 quarters. The position peaked at $21K in Q2 2025. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Covista Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 115 Covista Inc shares in Q2 2026, an estimated $13.3K.
  • Twin Peaks Wealth Advisors first reported a position in Covista Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Covista Inc position peaked at $21K in Q2 2025.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.