Avantax Planning Partners’s Ecolab ECL Stock Holding History

Avantax Planning Partners’s Portfolio ECL Stock Details ECL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-900	Closed	-$208K	–	478
2024 Q1	$208K	Buy	+900	New	+$191K	0.01%	439
2023 Q3	–	Sell	-1,073	Closed	-$200K	–	371
2023 Q2	$200K	Buy	+1,073	New	+$185K	0.01%	355
2022 Q1	–	Sell	-1,016	Closed	-$238K	–	367
2021 Q4	$238K	Buy	1,016 +11	+1%	+$2.49K	0.01%	306
2021 Q3	$210K	Buy	1,005 +15	+2%	+$3.29K	0.01%	311
2021 Q2	$204K	Buy	+990	New	+$215K	0.01%	307
2018 Q4	–	Sell	-702	Closed	-$110K	–	522
2018 Q3	$110K	Buy	+702	New	+$104K	0.01%	328
2018 Q2	–	Sell	-540	Closed	-$74K	–	555
2018 Q1	$74K	Buy	+540	New	+$72.6K	0.01%	457

Other funds holding ECL

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Avantax Planning Partners's ECL Position: Q2 2024 in Review

Avantax Planning Partners sold out of Ecolab (ECL) in Q2 2024, closing a stake of 900 shares — an estimated $208K sold.

Avantax Planning Partners first reported a position in ECL in Q1 2018 and held it in 7 quarters. The position peaked at $238K in Q4 2021. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

Avantax Planning Partners reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
Avantax Planning Partners sold 900 Ecolab shares in Q2 2024, an estimated $208K.
Avantax Planning Partners first reported a position in Ecolab in Q1 2018 and held it in 7 quarters.
Avantax Planning Partners's Ecolab position peaked at $238K in Q4 2021.
1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.