Evoke Wealth’s Ecopetrol EC Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-315	Closed	-$3K	–	595
2022 Q3	$3K	Hold	315	–	–	﹤0.01%	960
2022 Q2	$4K	Hold	315	–	–	﹤0.01%	926
2022 Q1	$6K	Hold	315	–	–	﹤0.01%	858
2021 Q4	$4K	Hold	315	–	–	﹤0.01%	934
2021 Q3	$4K	Hold	315	–	–	﹤0.01%	881
2021 Q2	$5K	Hold	315	–	–	﹤0.01%	868
2021 Q1	$4K	Hold	315	–	–	﹤0.01%	883
2020 Q4	$4K	Hold	315	–	–	﹤0.01%	757
2020 Q3	$3K	Hold	315	–	–	﹤0.01%	764
2020 Q2	$4K	Hold	315	–	–	﹤0.01%	716
2020 Q1	$3K	Hold	315	–	–	﹤0.01%	724
2019 Q4	$6.46K	Hold	315	–	–	﹤0.01%	857
2019 Q3	$5.36K	Buy	+315	New	+$5.46K	﹤0.01%	991

Other funds holding EC

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Evoke Wealth's EC Position: Q4 2022 in Review

Evoke Wealth sold out of Ecopetrol (EC) in Q4 2022, closing a stake of 315 shares — an estimated $3K sold.

Evoke Wealth first reported a position in EC in Q3 2019 and held it in 13 quarters. The position peaked at $6.46K in Q4 2019. 133 funds tracked by Wall St. Rank hold EC as of Q4 2022.

Evoke Wealth reported no remaining Ecopetrol position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 315 Ecopetrol shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in Ecopetrol in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Ecopetrol position peaked at $6.46K in Q4 2019.
133 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.