Ritholtz Wealth Management’s Ecopetrol EC Stock Holding History

Ritholtz 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
2022 Q3	–	Sell	-31,896	Closed	-$346K	–	724
2022 Q2	$346K	Sell	31,896 -10,072	-24%	-$160K	0.02%	387
2022 Q1	$781K	Sell	41,968 -5,835	-12%	-$91.9K	0.05%	224
2021 Q4	$616K	Sell	47,803 -16,645	-26%	-$238K	0.04%	254
2021 Q3	$925K	Sell	64,448 -12,179	-16%	-$165K	0.06%	158
2021 Q2	$1.12M	Buy	76,627 +15,508	+25%	+$198K	0.08%	122
2021 Q1	$784K	Buy	61,119 +7,527	+14%	+$97.3K	0.07%	141
2020 Q4	$692K	Buy	53,592 +2,365	+5%	+$26.7K	0.07%	119
2020 Q3	$504K	Buy	51,227 +8,048	+19%	+$91.5K	0.06%	133
2020 Q2	$481K	Buy	+43,179	New	+$468K	0.06%	117

Other funds holding EC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ritholtz Wealth Management's EC Position: Q3 2022 in Review

Ritholtz Wealth Management sold out of Ecopetrol (EC) in Q3 2022, closing a stake of 31,896 shares — an estimated $346K sold.

Ritholtz Wealth Management first reported a position in EC in Q2 2020 and held it in 9 quarters. The position peaked at $1.12M in Q2 2021. 123 funds tracked by Wall St. Rank hold EC as of Q3 2022.

Ritholtz Wealth Management reported no remaining Ecopetrol position as of Q3 2022 after selling out during the quarter.
Ritholtz Wealth Management sold 31,896 Ecopetrol shares in Q3 2022, an estimated $346K.
Ritholtz Wealth Management first reported a position in Ecopetrol in Q2 2020 and held it in 9 quarters.
Ritholtz Wealth Management's Ecopetrol position peaked at $1.12M in Q2 2021.
123 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2022.

Based on Ritholtz Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.