Ellevest Inc’s Ecovyst ECVT Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-619	Closed	-$6.84K	–	711
2023 Q1	$6.84K	Hold	619	–	–	﹤0.01%	1133
2022 Q4	$5.48K	Hold	619	–	–	﹤0.01%	1164
2022 Q3	$5K	Buy	+619	New	+$5.88K	﹤0.01%	1169

Other funds holding ECVT

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

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Ellevest Inc's ECVT Position: Q2 2023 in Review

Ellevest Inc sold out of Ecovyst (ECVT) in Q2 2023, closing a stake of 619 shares — an estimated $6.84K sold.

Ellevest Inc first reported a position in ECVT in Q3 2022 and held it in 3 quarters. The position peaked at $6.84K in Q1 2023. 153 funds tracked by Wall St. Rank hold ECVT as of Q2 2023.

Ellevest Inc reported no remaining Ecovyst position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 619 Ecovyst shares in Q2 2023, an estimated $6.84K.
Ellevest Inc first reported a position in Ecovyst in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Ecovyst position peaked at $6.84K in Q1 2023.
153 funds tracked by Wall St. Rank held Ecovyst as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.