IPW
CECO icon

Impact Partnership Wealth’s Ceco Environmental CECO Stock Holding History

Impact Partnership Wealth’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-118
Closed -$1.58K – 1036
2023
Q2 		$1.58K Buy
+118
New +$1.47K ﹤0.01% 725

Other funds holding CECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Impact Partnership Wealth's CECO Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Ceco Environmental (CECO) in Q3 2023, closing a stake of 118 shares — an estimated $1.58K sold.

Impact Partnership Wealth first reported a position in CECO in Q2 2023 and held it in 1 quarter. The position peaked at $1.58K in Q2 2023. 147 funds tracked by Wall St. Rank hold CECO as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Ceco Environmental position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 118 Ceco Environmental shares in Q3 2023, an estimated $1.58K.
  • Impact Partnership Wealth first reported a position in Ceco Environmental in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Ceco Environmental position peaked at $1.58K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.