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Summit Wealth & Retirement Planning’s Ecolab ECL Stock Holding History

Summit Wealth & Retirement Planning’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
2021
Q2 		– Sell
-1,262
Closed -$270K – 87
2021
Q1 		$270K Buy
+1,262
New +$269K 0.1% 85

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth & Retirement Planning's ECL Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Ecolab (ECL) in Q2 2021, closing a stake of 1,262 shares — an estimated $270K sold.

Summit Wealth & Retirement Planning first reported a position in ECL in Q1 2021 and held it in 1 quarter. The position peaked at $270K in Q1 2021. 1,329 funds tracked by Wall St. Rank hold ECL as of Q2 2021.

  • Summit Wealth & Retirement Planning reported no remaining Ecolab position as of Q2 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,262 Ecolab shares in Q2 2021, an estimated $270K.
  • Summit Wealth & Retirement Planning first reported a position in Ecolab in Q1 2021 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Ecolab position peaked at $270K in Q1 2021.
  • 1,329 funds tracked by Wall St. Rank held Ecolab as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.