RWM
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return