WA
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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 $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $260M AUM 65.94% 1-Year Est. Return