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Peak Financial Advisors’s Ecolab ECL Stock Holding History

Peak Financial 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
2022
Q4 		– Sell
-7,614
Closed -$1.1M – 69
2022
Q3 		$1.1M Buy
7,614
+253
+3% +$41K 1.35% 31
2022
Q2 		$1.13M Sell
7,361
-63
-0.8% -$10.4K 1.12% 31
2022
Q1 		$1.31M Buy
+7,424
New +$1.39M 1.12% 30

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

Peak Financial Advisors's ECL Position: Q4 2022 in Review

Peak Financial Advisors sold out of Ecolab (ECL) in Q4 2022, closing a stake of 7,614 shares — an estimated $1.1M sold.

Peak Financial Advisors first reported a position in ECL in Q1 2022 and held it in 3 quarters. The position peaked at $1.31M in Q1 2022. 1,219 funds tracked by Wall St. Rank hold ECL as of Q4 2022.

  • Peak Financial Advisors reported no remaining Ecolab position as of Q4 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 7,614 Ecolab shares in Q4 2022, an estimated $1.1M.
  • Peak Financial Advisors first reported a position in Ecolab in Q1 2022 and held it in 3 quarters.
  • Peak Financial Advisors's Ecolab position peaked at $1.31M in Q1 2022.
  • 1,219 funds tracked by Wall St. Rank held Ecolab as of Q4 2022.

Based on Peak Financial Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.