WCG Wealth Advisors’s Ecolab ECL Stock Holding History

WCG 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
2023 Q2	–	Sell	-10,219	Closed	-$1.69M	–	167
2023 Q1	$1.69M	Buy	10,219 +8,849	+646%	+$1.38M	0.22%	85
2022 Q4	$1.51M	Sell	1,370 -8,689	-86%	-$1.28M	0.21%	89
2022 Q3	$1.51M	Buy	10,059 +3,941	+64%	+$639K	0.2%	96
2022 Q2	$941K	Buy	+6,118	New	+$1.01M	0.13%	126

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCG Wealth Advisors's ECL Position: Q2 2023 in Review

WCG Wealth Advisors sold out of Ecolab (ECL) in Q2 2023, closing a stake of 10,219 shares — an estimated $1.69M sold.

WCG Wealth Advisors first reported a position in ECL in Q2 2022 and held it in 4 quarters. The position peaked at $1.69M in Q1 2023. 1,280 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

WCG Wealth Advisors reported no remaining Ecolab position as of Q2 2023 after selling out during the quarter.
WCG Wealth Advisors sold 10,219 Ecolab shares in Q2 2023, an estimated $1.69M.
WCG Wealth Advisors first reported a position in Ecolab in Q2 2022 and held it in 4 quarters.
WCG Wealth Advisors's Ecolab position peaked at $1.69M in Q1 2023.
1,280 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on WCG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.