BRWA
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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 -$3 – 942
2014
Q4 		$3 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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $6.77B AUM 27.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return