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Castle Wealth Management’s Ecovyst ECVT Stock Holding History

Castle Wealth Management’s Portfolio ECVT Stock Details ECVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-77
Closed -$1K – 257
2022
Q3 		$1K Hold
77
– – ﹤0.01% 620
2022
Q2 		$1K Buy
+77
New +$800 ﹤0.01% 620

Other funds holding ECVT

CC
CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Castle Wealth Management's ECVT Position: Q4 2022 in Review

Castle Wealth Management sold out of Ecovyst (ECVT) in Q4 2022, closing a stake of 77 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in ECVT in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 171 funds tracked by Wall St. Rank hold ECVT as of Q4 2022.

  • Castle Wealth Management reported no remaining Ecovyst position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 77 Ecovyst shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Ecovyst in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Ecovyst position peaked at $1K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held Ecovyst as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.