WT
CVSA

Whittier Trust’s Covista Inc CVSA Stock Holding History

Whittier Trust’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
2023
Q2 		– Sell
-102
Closed -$3.94K – 1564
2023
Q1 		$3.94K Hold
102
– – ﹤0.01% 1423
2022
Q4 		$3.62K Hold
102
– – ﹤0.01% 1428
2022
Q3 		$4K Hold
102
– – ﹤0.01% 1467
2022
Q2 		$4K Hold
102
– – ﹤0.01% 1464
2022
Q1 		$3K Hold
102
– – ﹤0.01% 1504
2021
Q4 		$3K Hold
102
– – ﹤0.01% 1458
2021
Q3 		$4K Hold
102
– – ﹤0.01% 1346
2021
Q2 		$4K Hold
102
– – ﹤0.01% 1377
2021
Q1 		$4K Hold
102
– – ﹤0.01% 1368
2020
Q4 		$3K Hold
102
– – ﹤0.01% 1281
2020
Q3 		$3K Sell
102
-38
-27% -$1.23K ﹤0.01% 1282
2020
Q2 		$4K Hold
140
– – ﹤0.01% 1182
2020
Q1 		$4K Buy
140
+38
+37% +$1.21K ﹤0.01% 1235
2019
Q4 		$4K Hold
102
– – ﹤0.01% 1260
2019
Q3 		$4K Buy
+102
New +$4.58K ﹤0.01% 1271

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Whittier Trust's CVSA Position: Q2 2023 in Review

Whittier Trust sold out of Covista Inc (CVSA) in Q2 2023, closing a stake of 102 shares — an estimated $3.94K sold.

Whittier Trust first reported a position in CVSA in Q3 2019 and held it in 15 quarters. The position peaked at $4K in Q3 2022. 198 funds tracked by Wall St. Rank hold CVSA as of Q2 2023.

  • Whittier Trust reported no remaining Covista Inc position as of Q2 2023 after selling out during the quarter.
  • Whittier Trust sold 102 Covista Inc shares in Q2 2023, an estimated $3.94K.
  • Whittier Trust first reported a position in Covista Inc in Q3 2019 and held it in 15 quarters.
  • Whittier Trust's Covista Inc position peaked at $4K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held Covista Inc as of Q2 2023.

Based on Whittier Trust's 13F filing for Q2 2023, filed 24 Jul 2023.