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Cardinal Point Wealth Management Partners’s Ecolab ECL Stock Holding History

Cardinal Point Wealth Management 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
2023
Q1 		$588K Sell
3,538
-600
-14% -$93.5K 0.18% 46
2022
Q4 		$605K Hold
4,138
– – 0.21% 40
2022
Q3 		$596K Hold
4,138
– – 0.28% 29
2022
Q2 		$638K Hold
4,138
– – 0.31% 30
2022
Q1 		$731K Buy
+4,138
New +$777K 0.33% 28

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

Cardinal Point Wealth Management Partners's ECL Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its Ecolab (ECL) stake by 14% in Q1 2023, selling an estimated $93.5K and leaving 3,538 shares worth $588K. The position accounts for 0.18% of the portfolio, ranked #46.

Cardinal Point Wealth Management Partners first reported a position in ECL in Q1 2022 and has held it in 5 quarters since. The position peaked at $731K in Q1 2022. 1,250 funds tracked by Wall St. Rank hold ECL as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 3,538 shares of Ecolab worth $588K as of Q1 2023.
  • Cardinal Point Wealth Management Partners sold 600 Ecolab shares in Q1 2023, an estimated $93.5K.
  • Ecolab made up 0.18% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #46 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Ecolab in Q1 2022 and has held it in 5 quarters since.
  • Cardinal Point Wealth Management Partners's Ecolab position peaked at $731K in Q1 2022.
  • 1,250 funds tracked by Wall St. Rank held Ecolab as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.