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WealthSource Partners’s Ecolab ECL Stock Holding History

WealthSource 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
Q2 		– Sell
-2,602
Closed -$431K – 507
2023
Q1 		$431K Buy
2,602
+10
+0.4% +$1.56K 0.03% 339
2022
Q4 		$377K Buy
2,592
+401
+18% +$58.9K 0.03% 357
2022
Q3 		$316K Buy
+2,191
New +$355K 0.02% 385
2022
Q1 		– Sell
-932
Closed -$219K – 581
2021
Q4 		$219K Buy
+932
New +$211K 0.02% 504

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthSource Partners's ECL Position: Q2 2023 in Review

WealthSource Partners sold out of Ecolab (ECL) in Q2 2023, closing a stake of 2,602 shares — an estimated $431K sold.

WealthSource Partners first reported a position in ECL in Q4 2021 and held it in 4 quarters. The position peaked at $431K in Q1 2023. 1,280 funds tracked by Wall St. Rank hold ECL as of Q2 2023.

  • WealthSource Partners reported no remaining Ecolab position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 2,602 Ecolab shares in Q2 2023, an estimated $431K.
  • WealthSource Partners first reported a position in Ecolab in Q4 2021 and held it in 4 quarters.
  • WealthSource Partners's Ecolab position peaked at $431K in Q1 2023.
  • 1,280 funds tracked by Wall St. Rank held Ecolab as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.