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JFS Wealth Advisors’s Ecopetrol EC Stock Holding History

JFS 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
Q3 		– Sell
-74
Closed -$759 – 1976
2023
Q2 		$759 Sell
74
-23
-24% -$232 ﹤0.01% 1679
2023
Q1 		$1.02K Hold
97
– – ﹤0.01% 1576
2022
Q4 		$1.02K Buy
97
+62
+177% +$604 ﹤0.01% 1596
2022
Q3 		$0 Sell
35
-67
-66% -$689 ﹤0.01% 1785
2022
Q2 		$1K Sell
102
-100
-50% -$1.59K ﹤0.01% 1508
2022
Q1 		$4K Buy
+202
New +$3.18K ﹤0.01% 1128

Other funds holding EC

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

JFS Wealth Advisors's EC Position: Q3 2023 in Review

JFS Wealth Advisors sold out of Ecopetrol (EC) in Q3 2023, closing a stake of 74 shares — an estimated $759 sold.

JFS Wealth Advisors first reported a position in EC in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 120 funds tracked by Wall St. Rank hold EC as of Q3 2023.

  • JFS Wealth Advisors reported no remaining Ecopetrol position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 74 Ecopetrol shares in Q3 2023, an estimated $759.
  • JFS Wealth Advisors first reported a position in Ecopetrol in Q1 2022 and held it in 6 quarters.
  • JFS Wealth Advisors's Ecopetrol position peaked at $4K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.