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Fortitude Advisory Group’s Ecolab ECL Stock Holding History

Fortitude Advisory Group’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
-938
Closed -$217K – 206
2024
Q1 		$217K Buy
+938
New +$199K 0.12% 176
2023
Q3 		– Sell
-1,238
Closed -$231K – 210
2023
Q2 		$231K Buy
1,238
+2
+0.2% +$344 0.17% 161
2023
Q1 		$205K Buy
+1,236
New +$193K 0.16% 185
2022
Q2 		– Sell
-1,938
Closed -$342K – 497
2022
Q1 		$342K Buy
1,938
+195
+11% +$36.6K 0.18% 103
2021
Q4 		$409K Buy
+1,743
New +$394K 0.21% 90

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

Fortitude Advisory Group's ECL Position: Q2 2024 in Review

Fortitude Advisory Group sold out of Ecolab (ECL) in Q2 2024, closing a stake of 938 shares — an estimated $217K sold.

Fortitude Advisory Group first reported a position in ECL in Q4 2021 and held it in 5 quarters. The position peaked at $409K in Q4 2021. 1,457 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

  • Fortitude Advisory Group reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 938 Ecolab shares in Q2 2024, an estimated $217K.
  • Fortitude Advisory Group first reported a position in Ecolab in Q4 2021 and held it in 5 quarters.
  • Fortitude Advisory Group's Ecolab position peaked at $409K in Q4 2021.
  • 1,457 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.