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Clearstead Advisors’s Ecovyst ECVT Stock Holding History

Clearstead Advisors’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
2026
Q1 		– Sell
-11,400
Closed -$111K – 2423
2025
Q4 		$111K Sell
11,400
-14,939
-57% -$130K ﹤0.01% 1100
2025
Q3 		$231K Sell
26,339
-7,169
-21% -$63.2K ﹤0.01% 846
2025
Q2 		$276K Buy
33,508
+5,208
+18% +$36.6K ﹤0.01% 799
2025
Q1 		$175K Buy
28,300
+2,500
+10% +$18.5K ﹤0.01% 862
2024
Q4 		$197K Buy
25,800
+1,100
+4% +$8.13K ﹤0.01% 864
2024
Q3 		$169K Sell
24,700
-4,000
-14% -$30.5K ﹤0.01% 906
2024
Q2 		$257K Buy
+28,700
New +$278K ﹤0.01% 732

Other funds holding ECVT

RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return