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Beacon Financial Advisory’s Ecolab ECL Stock Holding History

Beacon Financial Advisory’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
2022
Q1 		– Sell
-904
Closed -$212K – 241
2021
Q4 		$212K Buy
+904
New +$204K 0.1% 230
2021
Q2 		– Sell
-949
Closed -$203K – 225
2021
Q1 		$203K Buy
+949
New +$202K 0.12% 213

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Financial Advisory's ECL Position: Q1 2022 in Review

Beacon Financial Advisory sold out of Ecolab (ECL) in Q1 2022, closing a stake of 904 shares — an estimated $212K sold.

Beacon Financial Advisory first reported a position in ECL in Q1 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

  • Beacon Financial Advisory reported no remaining Ecolab position as of Q1 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 904 Ecolab shares in Q1 2022, an estimated $212K.
  • Beacon Financial Advisory first reported a position in Ecolab in Q1 2021 and held it in 2 quarters.
  • Beacon Financial Advisory's Ecolab position peaked at $212K in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on Beacon Financial Advisory's 13F filing for Q1 2022, filed 27 Apr 2022.