Carson Wealth (CWM LLC)
EC icon

Carson Wealth (CWM LLC)’s Ecopetrol EC Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q4 		– Sell
-1,022
Closed -$9K – 4964
2024
Q3 		$9K Buy
1,022
+1,000
+4,545% +$10.1K ﹤0.01% 3820
2024
Q2 		$0 Hold
22
– – ﹤0.01% 4663
2024
Q1 		$0 Hold
22
– – ﹤0.01% 4413
2023
Q4 		$0 Sell
22
-3
-12% -$36 ﹤0.01% 4224
2023
Q3 		$0 Sell
25
-241
-91% -$2.76K ﹤0.01% 4252
2023
Q2 		$3K Sell
266
-93
-26% -$938 ﹤0.01% 3624
2023
Q1 		$4K Sell
359
-1,010
-74% -$11K ﹤0.01% 3374
2022
Q4 		$14K Sell
1,369
-624
-31% -$6.08K ﹤0.01% 2601
2022
Q3 		$18K Buy
1,993
+1,216
+156% +$12.5K ﹤0.01% 2282
2022
Q2 		$8K Buy
777
+287
+59% +$4.57K ﹤0.01% 2693
2022
Q1 		$9K Buy
490
+233
+91% +$3.67K ﹤0.01% 2528
2021
Q4 		$3K Buy
+257
New +$3.67K ﹤0.01% 2960

Other funds holding EC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $435M AUM 65.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EC Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Ecopetrol (EC) in Q4 2024, closing a stake of 1,022 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in EC in Q4 2021 and held it in 12 quarters. The position peaked at $18K in Q3 2022. 125 funds tracked by Wall St. Rank hold EC as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Ecopetrol position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,022 Ecopetrol shares in Q4 2024, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Ecopetrol in Q4 2021 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Ecopetrol position peaked at $18K in Q3 2022.
  • 125 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.