RWA
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Ropes Wealth Advisors’s Ecolab ECL Stock Holding History

Ropes 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
2022
Q2 		– Sell
-1,183
Closed -$209K – 275
2022
Q1 		$209K Sell
1,183
-312
-21% -$58.6K 0.04% 277
2021
Q4 		$351K Buy
+1,495
New +$338K 0.06% 204
2021
Q1 		– Sell
-400
Closed -$87K – 396
2020
Q4 		$87K Buy
400
+139
+53% +$29K 0.01% 330
2020
Q3 		$52K Hold
261
– – 0.01% 329
2020
Q2 		$52K Hold
261
– – 0.01% 312
2020
Q1 		$41K Buy
261
+186
+248% +$35K 0.01% 296
2019
Q4 		$14K Hold
75
– – ﹤0.01% 446
2019
Q3 		$15K Sell
75
-25
-25% -$5.01K ﹤0.01% 452
2019
Q2 		$20K Sell
100
-25
-20% -$4.65K ﹤0.01% 428
2019
Q1 		$22K Sell
125
-77
-38% -$12.5K 0.01% 399
2018
Q4 		$30K Sell
202
-23
-10% -$3.51K 0.01% 345
2018
Q3 		$35K Sell
225
-19
-8% -$2.82K 0.01% 362
2018
Q2 		$34K Buy
244
+169
+225% +$24.4K 0.01% 382
2018
Q1 		$10K Hold
75
– – ﹤0.01% 455
2017
Q4 		$10K Sell
75
-25
-25% -$3.33K ﹤0.01% 529
2017
Q3 		$13K Hold
100
– – ﹤0.01% 478
2017
Q2 		$13K Buy
+100
New +$12.9K ﹤0.01% 442
2016
Q2 		– Sell
-55
Closed -$6K – 488
2016
Q1 		$6K Buy
+55
New +$5.84K ﹤0.01% 348

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return