OPS
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Orion Portfolio Solutions’s Ecopetrol EC Stock Holding History

Orion Portfolio Solutions’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
-13,181
Closed -$135K – 1629
2023
Q2 		$135K Sell
13,181
-739
-5% -$7.46K ﹤0.01% 1585
2023
Q1 		$147K Buy
+13,920
New +$151K ﹤0.01% 1515
2020
Q1 		– Sell
-76
Closed -$2K – 1994
2019
Q4 		$2K Buy
+76
New +$1.4K ﹤0.01% 1499

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

Orion Portfolio Solutions's EC Position: Q3 2023 in Review

Orion Portfolio Solutions sold out of Ecopetrol (EC) in Q3 2023, closing a stake of 13,181 shares — an estimated $135K sold.

Orion Portfolio Solutions first reported a position in EC in Q4 2019 and held it in 3 quarters. The position peaked at $147K in Q1 2023. 120 funds tracked by Wall St. Rank hold EC as of Q3 2023.

  • Orion Portfolio Solutions reported no remaining Ecopetrol position as of Q3 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13,181 Ecopetrol shares in Q3 2023, an estimated $135K.
  • Orion Portfolio Solutions first reported a position in Ecopetrol in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Ecopetrol position peaked at $147K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2023.

Based on Orion Portfolio Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.