WAM
CVSA

Wealthspire Advisors (Maryland)’s Covista Inc CVSA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,333
Closed -$62K – 573
2019
Q1 		$62K Buy
1,333
+958
+255% +$46.1K ﹤0.01% 815
2018
Q4 		$18K Sell
375
-210
-36% -$10.7K ﹤0.01% 1235
2018
Q3 		$28K Buy
+585
New +$29.5K ﹤0.01% 1173

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Dimensional Fund Advisors
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WCM
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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CVSA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Covista Inc (CVSA) in Q2 2019, closing a stake of 1,333 shares — an estimated $62K sold.

Wealthspire Advisors (Maryland) first reported a position in CVSA in Q3 2018 and held it in 3 quarters. The position peaked at $62K in Q1 2019. 195 funds tracked by Wall St. Rank hold CVSA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Covista Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,333 Covista Inc shares in Q2 2019, an estimated $62K.
  • Wealthspire Advisors (Maryland) first reported a position in Covista Inc in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Covista Inc position peaked at $62K in Q1 2019.
  • 195 funds tracked by Wall St. Rank held Covista Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.