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West Financial Advisors’s Ecolab ECL Stock Holding History

West Financial 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
2022
Q1 		– Sell
-125
Closed -$29K – 186
2021
Q4 		$29K Hold
125
– – 0.01% 126
2021
Q3 		$26K Hold
125
– – 0.01% 115
2021
Q2 		$26K Hold
125
– – 0.01% 106
2021
Q1 		$27K Hold
125
– – 0.01% 105
2020
Q4 		$27K Buy
+125
New +$26.1K 0.01% 103

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Financial Advisors's ECL Position: Q1 2022 in Review

West Financial Advisors sold out of Ecolab (ECL) in Q1 2022, closing a stake of 125 shares — an estimated $29K sold.

West Financial Advisors first reported a position in ECL in Q4 2020 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold ECL as of Q1 2022.

  • West Financial Advisors reported no remaining Ecolab position as of Q1 2022 after selling out during the quarter.
  • West Financial Advisors sold 125 Ecolab shares in Q1 2022, an estimated $29K.
  • West Financial Advisors first reported a position in Ecolab in Q4 2020 and held it in 5 quarters.
  • West Financial Advisors's Ecolab position peaked at $29K in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held Ecolab as of Q1 2022.

Based on West Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.