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OneAscent Wealth Management’s Ecopetrol EC Stock Holding History

OneAscent Wealth Management’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
2021
Q1 		$135K Buy
+10,531
New +$136K 0.06% 215

Other funds holding EC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

OneAscent Wealth Management's EC Position: Q1 2021 in Review

OneAscent Wealth Management opened a new position in Ecopetrol (EC) in Q1 2021: 10,531 shares worth $135K. The stake represents 0.06% of the portfolio and ranks #215 among its holdings.

130 funds tracked by Wall St. Rank hold EC as of Q1 2021.

  • OneAscent Wealth Management held 10,531 shares of Ecopetrol worth $135K as of Q1 2021.
  • Ecopetrol was a new OneAscent Wealth Management position in Q1 2021.
  • Ecopetrol made up 0.06% of OneAscent Wealth Management's portfolio in Q1 2021, its #215 holding.
  • 130 funds tracked by Wall St. Rank held Ecopetrol as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.