B. Riley Wealth Advisors’s Ecopetrol EC Stock Holding History

B. Riley 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
2023 Q2	–	Sell	-31,003	Closed	-$327K	–	1566
2023 Q1	$327K	Buy	+31,003	New	+$337K	0.01%	1026
2022 Q4	–	Sell	-40,820	Closed	-$365K	–	1513
2022 Q3	$365K	Buy	40,820 +19,916	+95%	+$205K	0.01%	906
2022 Q2	$228K	Buy	+20,904	New	+$332K	0.01%	991
2015 Q1	–	Sell	-169	Closed	-$3K	–	940
2014 Q4	$3K	Buy	+169	New	+$4.02K	﹤0.01%	3298
2014 Q3	–	Sell	-239	Closed	-$8.61K	–	965
2014 Q2	$8.61K	Buy	+239	New	+$9.03K	﹤0.01%	1849

Other funds holding EC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's EC Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Ecopetrol (EC) in Q2 2023, closing a stake of 31,003 shares — an estimated $327K sold.

B. Riley Wealth Advisors first reported a position in EC in Q2 2014 and held it in 5 quarters. The position peaked at $365K in Q3 2022. 128 funds tracked by Wall St. Rank hold EC as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Ecopetrol position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 31,003 Ecopetrol shares in Q2 2023, an estimated $327K.
B. Riley Wealth Advisors first reported a position in Ecopetrol in Q2 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's Ecopetrol position peaked at $365K in Q3 2022.
128 funds tracked by Wall St. Rank held Ecopetrol as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.