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TFO Wealth Partners’s Ecolab ECL Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-3
Closed -$595 – 841
2023
Q4 		$595 Hold
3
– – ﹤0.01% 289
2023
Q3 		$560 Buy
+3
New +$546 ﹤0.01% 429
2020
Q4 		– Sell
-392
Closed -$78K – 100
2020
Q3 		$78K Hold
392
– – 0.03% 43
2020
Q2 		$78K Hold
392
– – 0.03% 44
2020
Q1 		$61K Hold
392
– – 0.03% 51
2019
Q4 		$75K Buy
+392
New +$74.4K 0.07% 55

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFO Wealth Partners's ECL Position: Q1 2024 in Review

TFO Wealth Partners sold out of Ecolab (ECL) in Q1 2024, closing a stake of 3 shares — an estimated $595 sold.

TFO Wealth Partners first reported a position in ECL in Q4 2019 and held it in 6 quarters. The position peaked at $78K in Q3 2020. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

  • TFO Wealth Partners reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Ecolab shares in Q1 2024, an estimated $595.
  • TFO Wealth Partners first reported a position in Ecolab in Q4 2019 and held it in 6 quarters.
  • TFO Wealth Partners's Ecolab position peaked at $78K in Q3 2020.
  • 1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.