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Compass Financial Advisors’s Ecolab ECL Stock Holding History

Compass Financial 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
2022
Q1 		– Sell
-2,093
Closed -$491K – 140
2021
Q4 		$491K Buy
+2,093
New +$473K 0.54% 71

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

Compass Financial Advisors's ECL Position: Q1 2022 in Review

Compass Financial Advisors sold out of Ecolab (ECL) in Q1 2022, closing a stake of 2,093 shares — an estimated $491K sold.

Compass Financial Advisors first reported a position in ECL in Q4 2021 and held it in 1 quarter. The position peaked at $491K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

  • Compass Financial Advisors reported no remaining Ecolab position as of Q1 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 2,093 Ecolab shares in Q1 2022, an estimated $491K.
  • Compass Financial Advisors first reported a position in Ecolab in Q4 2021 and held it in 1 quarter.
  • Compass Financial Advisors's Ecolab position peaked at $491K in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on Compass Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.