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WealthPLAN Partners’s Ecolab ECL Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-55
Closed -$10.3K – 518
2023
Q2 		$10.3K Hold
55
– – ﹤0.01% 791
2023
Q1 		$9.1K Buy
+55
New +$8.57K ﹤0.01% 882
2016
Q3 		– Sell
-36
Closed -$2.14K – 984
2016
Q2 		$2.14K Buy
+36
New +$4.2K ﹤0.01% 2223
2015
Q4 		$3.09K Buy
+81
New +$9.53K ﹤0.01% 1437
2015
Q2 		$3K Sell
23
-11
-32% -$1.26K ﹤0.01% 361
2015
Q1 		$3K Buy
+34
New +$3.73K ﹤0.01% 458

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's ECL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Ecolab (ECL) in Q3 2023, closing a stake of 55 shares — an estimated $10.3K sold.

WealthPLAN Partners first reported a position in ECL in Q1 2015 and held it in 6 quarters. The position peaked at $10.3K in Q2 2023. 1,259 funds tracked by Wall St. Rank hold ECL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Ecolab position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 55 Ecolab shares in Q3 2023, an estimated $10.3K.
  • WealthPLAN Partners first reported a position in Ecolab in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Ecolab position peaked at $10.3K in Q2 2023.
  • 1,259 funds tracked by Wall St. Rank held Ecolab as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.