AWM
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AE Wealth Management’s Ecopetrol EC Stock Holding History

AE Wealth Management’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50,907
Closed -$522K – 1985
2023
Q2 		$522K Sell
50,907
-28,585
-36% -$288K ﹤0.01% 1373
2023
Q1 		$839K Sell
79,492
-6,393
-7% -$69.4K 0.01% 1114
2022
Q4 		$899K Buy
+85,885
New +$837K 0.01% 1034

Other funds holding EC

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AE Wealth Management's EC Position: Q3 2023 in Review

AE Wealth Management sold out of Ecopetrol (EC) in Q3 2023, closing a stake of 50,907 shares — an estimated $522K sold.

AE Wealth Management first reported a position in EC in Q4 2022 and held it in 3 quarters. The position peaked at $899K in Q4 2022. 120 funds tracked by Wall St. Rank hold EC as of Q3 2023.

  • AE Wealth Management reported no remaining Ecopetrol position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 50,907 Ecopetrol shares in Q3 2023, an estimated $522K.
  • AE Wealth Management first reported a position in Ecopetrol in Q4 2022 and held it in 3 quarters.
  • AE Wealth Management's Ecopetrol position peaked at $899K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.