W
CVSA

Wealthfront’s Covista Inc CVSA Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-176
Closed -$5K – 350
2015
Q3 		$5K Sell
176
-129
-42% -$3.67K ﹤0.01% 1092
2015
Q2 		$9K Buy
305
+221
+263% +$7.29K ﹤0.01% 864
2015
Q1 		$3K Buy
84
+83
+8,300% +$3.22K ﹤0.01% 883
2014
Q4 		$0 Buy
+1
New +$47 ﹤0.01% 684

Other funds holding CVSA

IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's CVSA Position: Q4 2015 in Review

Wealthfront sold out of Covista Inc (CVSA) in Q4 2015, closing a stake of 176 shares — an estimated $5K sold.

Wealthfront first reported a position in CVSA in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q2 2015. 166 funds tracked by Wall St. Rank hold CVSA as of Q4 2015.

  • Wealthfront reported no remaining Covista Inc position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 176 Covista Inc shares in Q4 2015, an estimated $5K.
  • Wealthfront first reported a position in Covista Inc in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Covista Inc position peaked at $9K in Q2 2015.
  • 166 funds tracked by Wall St. Rank held Covista Inc as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.