Glassman Wealth Services’s Ecopetrol EC Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-37	Closed	-$441	–	687
2023 Q4	$441	Sell	37 -3	-8%	-$36	﹤0.01%	1745
2023 Q3	$463	Hold	40	–	–	﹤0.01%	1754
2023 Q2	$410	Hold	40	–	–	﹤0.01%	1678
2023 Q1	$422	Sell	40 -37	-48%	-$402	﹤0.01%	1647
2022 Q4	$806	Sell	77 -857	-92%	-$8.35K	﹤0.01%	1493
2022 Q3	$8K	Buy	934 +130	+16%	+$1.34K	﹤0.01%	856
2022 Q2	$9K	Sell	804 -115	-13%	-$1.83K	﹤0.01%	840
2022 Q1	$17K	Buy	919 +75	+9%	+$1.18K	﹤0.01%	692
2021 Q4	$11K	Buy	844 +49	+6%	+$699	﹤0.01%	755
2021 Q3	$11K	Buy	795 +30	+4%	+$407	﹤0.01%	744
2021 Q2	$11K	Hold	765	–	–	﹤0.01%	726
2021 Q1	$10K	Hold	765	–	–	﹤0.01%	703
2020 Q4	$10K	Buy	765 +568	+288%	+$6.41K	﹤0.01%	709
2020 Q3	$2K	Buy	197 +105	+114%	+$1.19K	﹤0.01%	985
2020 Q2	$1K	Buy	+92	New	+$997	﹤0.01%	1000

Other funds holding EC

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $6.77B AUM 27.42% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return