JWA
ECVT icon

JFS Wealth Advisors’s Ecovyst ECVT Stock Holding History

JFS Wealth 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
2024
Q3 		– Sell
-61
Closed -$548 – 1980
2024
Q2 		$548 Hold
61
– – ﹤0.01% 1788
2024
Q1 		$681 Hold
61
– – ﹤0.01% 1733
2023
Q4 		$596 Sell
61
-18
-23% -$171 ﹤0.01% 1770
2023
Q3 		$778 Buy
79
+1
+1% +$11 ﹤0.01% 1652
2023
Q2 		$894 Hold
78
– – ﹤0.01% 1643
2023
Q1 		$862 Buy
78
+8
+11% +$83 ﹤0.01% 1621
2022
Q4 		$620 Buy
70
+51
+268% +$470 ﹤0.01% 1701
2022
Q3 		$0 Sell
19
-59
-76% -$561 ﹤0.01% 1786
2022
Q2 		$1K Buy
78
+15
+24% +$156 ﹤0.01% 1509
2022
Q1 		$1K Buy
63
+37
+142% +$388 ﹤0.01% 1626
2021
Q4 		$0 Buy
+26
New +$284 ﹤0.01% 1760

Other funds holding ECVT

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's ECVT Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Ecovyst (ECVT) in Q3 2024, closing a stake of 61 shares — an estimated $548 sold.

JFS Wealth Advisors first reported a position in ECVT in Q4 2021 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 158 funds tracked by Wall St. Rank hold ECVT as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Ecovyst position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 61 Ecovyst shares in Q3 2024, an estimated $548.
  • JFS Wealth Advisors first reported a position in Ecovyst in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's Ecovyst position peaked at $1K in Q2 2022.
  • 158 funds tracked by Wall St. Rank held Ecovyst as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.