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Pacific Capital Wealth Advisors’s Ecolab ECL Stock Holding History

Pacific Capital Wealth 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
2024
Q3 		– Sell
-21
Closed -$5K – 531
2024
Q2 		$5K Buy
+21
New +$4.85K ﹤0.01% 382

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
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
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
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

Pacific Capital Wealth Advisors's ECL Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Ecolab (ECL) in Q3 2024, closing a stake of 21 shares — an estimated $5K sold.

Pacific Capital Wealth Advisors first reported a position in ECL in Q2 2024 and held it in 1 quarter. The position peaked at $5K in Q2 2024. 1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 21 Ecolab shares in Q3 2024, an estimated $5K.
  • Pacific Capital Wealth Advisors first reported a position in Ecolab in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Ecolab position peaked at $5K in Q2 2024.
  • 1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.