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SOA Wealth Advisors’s Ecolab ECL Stock Holding History

SOA 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
-32
Closed -$5K – 859
2022
Q1 		$5K Hold
32
– – ﹤0.01% 681
2021
Q4 		$7K Hold
32
– – ﹤0.01% 618
2021
Q3 		$6K Hold
32
– – ﹤0.01% 656
2021
Q2 		$6K Buy
32
+14
+78% +$3.04K ﹤0.01% 643
2021
Q1 		$3K Hold
18
– – ﹤0.01% 671
2020
Q4 		$3K Buy
+18
New +$3.76K ﹤0.01% 659

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

SOA Wealth Advisors's ECL Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Ecolab (ECL) in Q2 2022, closing a stake of 32 shares — an estimated $5K sold.

SOA Wealth Advisors first reported a position in ECL in Q4 2020 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold ECL as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Ecolab position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 32 Ecolab shares in Q2 2022, an estimated $5K.
  • SOA Wealth Advisors first reported a position in Ecolab in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Ecolab position peaked at $7K in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Ecolab as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.