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Wealth Alliance’s Ecopetrol EC Stock Holding History

Wealth Alliance’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
2024
Q4 		– Sell
-18,673
Closed -$167K – 508
2024
Q3 		$167K Buy
18,673
+1,594
+9% +$16.1K 0.02% 507
2024
Q2 		$191K Sell
17,079
-507
-3% -$6.02K 0.02% 491
2024
Q1 		$208K Buy
17,586
+725
+4% +$8.4K 0.03% 484
2023
Q4 		$201K Buy
16,861
+3
+0% +$36 0.03% 487
2023
Q3 		$195K Sell
16,858
-3,064
-15% -$35.1K 0.03% 464
2023
Q2 		$204K Buy
19,922
+2,309
+13% +$23.3K 0.03% 474
2023
Q1 		$186K Buy
17,613
+62
+0.4% +$673 0.03% 481
2022
Q4 		$184K Buy
17,551
+2,166
+14% +$21.1K 0.03% 466
2022
Q3 		$137K Buy
+15,385
New +$158K 0.03% 432

Other funds holding EC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $435M AUM 65.91% 1-Year Est. Return

Wealth Alliance's EC Position: Q4 2024 in Review

Wealth Alliance sold out of Ecopetrol (EC) in Q4 2024, closing a stake of 18,673 shares — an estimated $167K sold.

Wealth Alliance first reported a position in EC in Q3 2022 and held it in 9 quarters. The position peaked at $208K in Q1 2024. 125 funds tracked by Wall St. Rank hold EC as of Q4 2024.

  • Wealth Alliance reported no remaining Ecopetrol position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 18,673 Ecopetrol shares in Q4 2024, an estimated $167K.
  • Wealth Alliance first reported a position in Ecopetrol in Q3 2022 and held it in 9 quarters.
  • Wealth Alliance's Ecopetrol position peaked at $208K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.