YorkBridge Wealth Partners’s Covista Inc CVSA Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-200	Closed	-$9K	–	200
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	577
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	605
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	581
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	601
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	611
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	612
2017 Q4	$9K	Hold	200	–	–	﹤0.01%	638
2017 Q3	$7K	Hold	200	–	–	﹤0.01%	670
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	656
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	639
2016 Q4	$6K	Buy	+200	New	+$5.41K	﹤0.01%	654

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's CVSA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Covista Inc (CVSA) in Q3 2019, closing a stake of 200 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in CVSA in Q4 2016 and held it in 11 quarters. The position peaked at $10K in Q3 2018. 220 funds tracked by Wall St. Rank hold CVSA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Covista Inc position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 Covista Inc shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in Covista Inc in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Covista Inc position peaked at $10K in Q3 2018.
220 funds tracked by Wall St. Rank held Covista Inc as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.