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Triad Wealth Partners’s Ecolab ECL Stock Holding History

Triad 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
Q3 		– Sell
-108
Closed -$25.7K – 287
2024
Q2 		$25.7K Buy
+108
New +$25K 0.01% 308

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
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Triad Wealth Partners's ECL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Ecolab (ECL) in Q3 2024, closing a stake of 108 shares — an estimated $25.7K sold.

Triad Wealth Partners first reported a position in ECL in Q2 2024 and held it in 1 quarter. The position peaked at $25.7K in Q2 2024. 1,499 funds tracked by Wall St. Rank hold ECL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Ecolab position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 108 Ecolab shares in Q3 2024, an estimated $25.7K.
  • Triad Wealth Partners first reported a position in Ecolab in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Ecolab position peaked at $25.7K in Q2 2024.
  • 1,499 funds tracked by Wall St. Rank held Ecolab as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.