GWS
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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 – 683
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
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Glassman Wealth Services's EC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Ecopetrol (EC) in Q1 2024, closing a stake of 37 shares — an estimated $441 sold.

Glassman Wealth Services first reported a position in EC in Q2 2020 and held it in 15 quarters. The position peaked at $17K in Q1 2022. 125 funds tracked by Wall St. Rank hold EC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Ecopetrol position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 37 Ecopetrol shares in Q1 2024, an estimated $441.
  • Glassman Wealth Services first reported a position in Ecopetrol in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Ecopetrol position peaked at $17K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Ecopetrol as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.