AWA
EC icon

Arkadios Wealth Advisors’s Ecopetrol EC Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-1,623
Closed -$23K – 890
2021
Q3 		$23K Buy
1,623
+848
+109% +$11.5K ﹤0.01% 1156
2021
Q2 		$11K Buy
775
+527
+213% +$6.72K ﹤0.01% 1500
2021
Q1 		$3K Buy
+248
New +$3.21K ﹤0.01% 1453

Other funds holding EC

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sagil Capital London, United Kingdom $280M AUM 64.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arkadios Wealth Advisors's EC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Ecopetrol (EC) in Q4 2021, closing a stake of 1,623 shares — an estimated $23K sold.

Arkadios Wealth Advisors first reported a position in EC in Q1 2021 and held it in 3 quarters. The position peaked at $23K in Q3 2021. 110 funds tracked by Wall St. Rank hold EC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Ecopetrol position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,623 Ecopetrol shares in Q4 2021, an estimated $23K.
  • Arkadios Wealth Advisors first reported a position in Ecopetrol in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Ecopetrol position peaked at $23K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.