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SFG Wealth Management’s Ecopetrol EC Stock Holding History

SFG 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
2023
Q3 		– Sell
-10,320
Closed -$106K – 96
2023
Q2 		$106K Sell
10,320
-3,279
-24% -$33.1K 0.09% 95
2023
Q1 		$144K Buy
+13,599
New +$148K 0.16% 77

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

SFG Wealth Management's EC Position: Q3 2023 in Review

SFG Wealth Management sold out of Ecopetrol (EC) in Q3 2023, closing a stake of 10,320 shares — an estimated $106K sold.

SFG Wealth Management first reported a position in EC in Q1 2023 and held it in 2 quarters. The position peaked at $144K in Q1 2023. 120 funds tracked by Wall St. Rank hold EC as of Q3 2023.

  • SFG Wealth Management reported no remaining Ecopetrol position as of Q3 2023 after selling out during the quarter.
  • SFG Wealth Management sold 10,320 Ecopetrol shares in Q3 2023, an estimated $106K.
  • SFG Wealth Management first reported a position in Ecopetrol in Q1 2023 and held it in 2 quarters.
  • SFG Wealth Management's Ecopetrol position peaked at $144K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2023.

Based on SFG Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.