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Pinnacle Wealth Planning Services’s Ecovyst ECVT Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-154
Closed -$2K – 808
2020
Q4 		$2K Buy
+154
New +$1.95K ﹤0.01% 1918

Other funds holding ECVT

CC
CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's ECVT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Ecovyst (ECVT) in Q1 2021, closing a stake of 154 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in ECVT in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 103 funds tracked by Wall St. Rank hold ECVT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Ecovyst position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 154 Ecovyst shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Ecovyst in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Ecovyst position peaked at $2K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Ecovyst as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.