Spire Wealth Management’s Ecopetrol EC Stock Holding History

Spire 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
2025 Q3	–	Sell	-2,500	Closed	-$22.1K	–	2389
2025 Q2	$22.1K	Sell	2,500 -5,700	-70%	-$50.4K	﹤0.01%	1481
2025 Q1	$85.6K	Hold	8,200	–	–	﹤0.01%	1092
2024 Q4	$64.9K	Hold	8,200	–	–	﹤0.01%	1182
2024 Q3	$73.2K	Hold	8,200	–	–	﹤0.01%	1013
2024 Q2	$91.8K	Buy	+8,200	New	+$97.4K	﹤0.01%	915
2022 Q3	–	Sell	-80	Closed	-$1K	–	2280
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	2489
2022 Q1	$1K	Hold	80	–	–	﹤0.01%	2459
2021 Q4	$1K	Hold	80	–	–	﹤0.01%	2858
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	2523
2021 Q2	$1K	Hold	80	–	–	﹤0.01%	2530
2021 Q1	$1K	Buy	+80	New	+$1.03K	﹤0.01%	2927

Other funds holding EC

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Truffle Hound Capital Bethesda, Maryland $163M AUM 57.88% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return