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High Net Worth Advisory Group’s Ecolab ECL Stock Holding History

High Net Worth 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
2022
Q4 		– Sell
-14
Closed -$2K – 644
2022
Q3 		$2K Hold
14
– – ﹤0.01% 626
2022
Q2 		$2K Hold
14
– – ﹤0.01% 624
2022
Q1 		$2K Hold
14
– – ﹤0.01% 633
2021
Q4 		$3K Buy
+14
New +$3.16K ﹤0.01% 631

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

High Net Worth Advisory Group's ECL Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Ecolab (ECL) in Q4 2022, closing a stake of 14 shares — an estimated $2K sold.

High Net Worth Advisory Group first reported a position in ECL in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Ecolab position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 14 Ecolab shares in Q4 2022, an estimated $2K.
  • High Net Worth Advisory Group first reported a position in Ecolab in Q4 2021 and held it in 4 quarters.
  • High Net Worth Advisory Group's Ecolab position peaked at $3K in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.