CWA
ECL icon

CM Wealth Advisors’s Ecolab ECL Stock Holding History

CM 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
2024
Q2 		– Sell
-1,831
Closed -$426K – 103
2024
Q1 		$426K Buy
+1,831
New +$388K 0.12% 92
2023
Q3 		– Sell
-2,205
Closed -$405K – 104
2023
Q2 		$405K Sell
2,205
-17,116
-89% -$2.95M 0.13% 77
2023
Q1 		$3.14M Buy
+19,321
New +$3.01M 0.61% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

CM Wealth Advisors's ECL Position: Q2 2024 in Review

CM Wealth Advisors sold out of Ecolab (ECL) in Q2 2024, closing a stake of 1,831 shares — an estimated $426K sold.

CM Wealth Advisors first reported a position in ECL in Q1 2023 and held it in 3 quarters. The position peaked at $3.14M in Q1 2023. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

  • CM Wealth Advisors reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,831 Ecolab shares in Q2 2024, an estimated $426K.
  • CM Wealth Advisors first reported a position in Ecolab in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Ecolab position peaked at $3.14M in Q1 2023.
  • 1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.