IAG Wealth Partners’s Ecolab ECL Stock Holding History

IAG Wealth 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 Q4	–	Sell	-63	Closed	-$10.7K	–	438
2023 Q3	$10.7K	Hold	63	–	–	﹤0.01%	288
2023 Q2	$11.8K	Hold	63	–	–	﹤0.01%	294
2023 Q1	$10.4K	Hold	63	–	–	﹤0.01%	306
2022 Q4	$9.17K	Hold	63	–	–	﹤0.01%	295
2022 Q3	$9K	Hold	63	–	–	﹤0.01%	284
2022 Q2	$10K	Sell	63 -7	-10%	-$1.16K	﹤0.01%	277
2022 Q1	$12K	Sell	70 -13	-16%	-$2.44K	﹤0.01%	278
2021 Q4	$19K	Hold	83	–	–	0.01%	229
2021 Q3	$18K	Hold	83	–	–	0.01%	206
2021 Q2	$18K	Hold	83	–	–	0.01%	198
2021 Q1	$18K	Hold	83	–	–	0.01%	193
2020 Q4	$18K	Hold	83	–	–	0.01%	175
2020 Q3	$17K	Hold	83	–	–	0.01%	173
2020 Q2	$17K	Hold	83	–	–	0.01%	174
2020 Q1	$13K	Hold	83	–	–	0.01%	176
2019 Q4	$17K	Buy	+83	New	+$15.8K	0.01%	190

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAG Wealth Partners's ECL Position: Q4 2023 in Review

IAG Wealth Partners sold out of Ecolab (ECL) in Q4 2023, closing a stake of 63 shares — an estimated $10.7K sold.

IAG Wealth Partners first reported a position in ECL in Q4 2019 and held it in 16 quarters. The position peaked at $19K in Q4 2021. 1,363 funds tracked by Wall St. Rank hold ECL as of Q4 2023.

IAG Wealth Partners reported no remaining Ecolab position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 63 Ecolab shares in Q4 2023, an estimated $10.7K.
IAG Wealth Partners first reported a position in Ecolab in Q4 2019 and held it in 16 quarters.
IAG Wealth Partners's Ecolab position peaked at $19K in Q4 2021.
1,363 funds tracked by Wall St. Rank held Ecolab as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.