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Cape Investment Advisory, Inc. → ECVT

Cape Investment Advisory, Inc. ECVT Position History

Ecovyst Inc. • Basic Materials

Quarters held
4
Latest value
$116K
Q3 2026
Peak value
$190K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$146K
Q1 2026$190K
Q2 2026$184K
Q3 2026$116K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$116K11.8K——
Q2 2026$184K14.8K——
Q1 2026$190K14.8K——
Q4 2025$146K15.0K——

Other funds holding ECVT

Other Cape Investment Advisory, Inc. positions

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SCHW-PJ

SCHWAB STRATEGIC TR

$40.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.5M
SCHW-PJ

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$20.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
SCHW-PJ

SCHWAB STRATEGIC TR

$18.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.6M