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BDO Wealth Advisors’s Ecolab ECL Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$157K Buy
841
+28
+3% +$4.82K 0.02% 283
2023
Q1 		$135K Hold
813
– – 0.02% 287
2022
Q4 		$118K Hold
813
– – 0.01% 311
2022
Q3 		$117K Hold
813
– – 0.02% 311
2022
Q2 		$125K Hold
813
– – 0.02% 303
2022
Q1 		$144K Sell
813
-6,374
-89% -$1.2M 0.02% 299
2021
Q4 		$1.69M Sell
7,187
-15
-0.2% -$3.39K 0.18% 103
2021
Q3 		$1.5M Buy
7,202
+316
+5% +$69.3K 0.17% 103
2021
Q2 		$1.42M Buy
6,886
+415
+6% +$90.2K 0.16% 109
2021
Q1 		$1.39M Buy
6,471
+5
+0.1% +$1.06K 0.16% 103
2020
Q4 		$1.4M Sell
6,466
-14
-0.2% -$2.92K 0.2% 86
2020
Q3 		$1.29M Sell
6,480
-238
-4% -$47.6K 0.21% 79
2020
Q2 		$1.34M Sell
6,718
-602
-8% -$117K 0.23% 77
2020
Q1 		$1.14M Buy
7,320
+1,190
+19% +$224K 0.23% 80
2019
Q4 		$1.18M Sell
6,130
-635
-9% -$121K 0.31% 69
2019
Q3 		$1.34M Buy
6,765
+21
+0.3% +$4.21K 0.34% 57
2019
Q2 		$1.33M Buy
6,744
+101
+2% +$18.8K 0.36% 61
2019
Q1 		$1.17M Buy
6,643
+371
+6% +$60.3K 0.34% 61
2018
Q4 		$924K Sell
6,272
-190
-3% -$29K 0.32% 67
2018
Q3 		$1.01M Buy
6,462
+116
+2% +$17.2K 0.33% 61
2018
Q2 		$891K Buy
6,346
+325
+5% +$46.9K 0.3% 65
2018
Q1 		$825K Buy
6,021
+23
+0.4% +$3.09K 0.31% 61
2017
Q4 		$805K Buy
5,998
+278
+5% +$37K 0.36% 53
2017
Q3 		$736K Sell
5,720
-125
-2% -$16.4K 0.36% 52
2017
Q2 		$776K Buy
+5,845
New +$755K 0.34% 54

Other funds holding ECL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's ECL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Ecolab (ECL) stake by 3.4% in Q2 2023, buying an estimated $4.82K and bringing the position to 841 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #283.

BDO Wealth Advisors first reported a position in ECL in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.69M in Q4 2021. 1,280 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

  • BDO Wealth Advisors held 841 shares of Ecolab worth $157K as of Q2 2023.
  • BDO Wealth Advisors bought 28 Ecolab shares in Q2 2023, an estimated $4.82K.
  • Ecolab made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #283 holding.
  • BDO Wealth Advisors first reported a position in Ecolab in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Ecolab position peaked at $1.69M in Q4 2021.
  • 1,280 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.