WWP
CVSA

WR Wealth Planners’s Covista Inc CVSA Stock Holding History

WR Wealth Planners’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
Q4 		$909 Hold
10
– – ﹤0.01% 940
2024
Q3 		$755 Hold
10
– – ﹤0.01% 993
2024
Q2 		$682 Hold
10
– – ﹤0.01% 992
2024
Q1 		$514 Buy
+10
New +$522 ﹤0.01% 1034

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

WR Wealth Planners's CVSA Position: Q4 2024 in Review

WR Wealth Planners held its Covista Inc (CVSA) position steady in Q4 2024 at 10 shares worth $909. The position accounts for ﹤0.01% of the portfolio, ranked #940.

WR Wealth Planners first reported a position in CVSA in Q1 2024 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold CVSA as of Q4 2024.

  • WR Wealth Planners held 10 shares of Covista Inc worth $909 as of Q4 2024.
  • WR Wealth Planners left its Covista Inc share count unchanged in Q4 2024.
  • Covista Inc made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #940 holding.
  • WR Wealth Planners first reported a position in Covista Inc in Q1 2024 and has held it in 4 quarters since.
  • 309 funds tracked by Wall St. Rank held Covista Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.