AWM
ECHO

Avior Wealth Management’s EchoStar ECHO Stock Holding History

Avior Wealth Management’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-61
Closed -$1.4K – 2021
2024
Q4 		$1.4K Buy
+61
New +$1.48K ﹤0.01% 2167
2024
Q2 		– Sell
-11
Closed -$156 – 3450
2024
Q1 		$156 Buy
+11
New +$153 ﹤0.01% 2984

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's ECHO Position: Q1 2025 in Review

Avior Wealth Management sold out of EchoStar (ECHO) in Q1 2025, closing a stake of 61 shares — an estimated $1.4K sold.

Avior Wealth Management first reported a position in ECHO in Q1 2024 and held it in 2 quarters. The position peaked at $1.4K in Q4 2024. 307 funds tracked by Wall St. Rank hold ECHO as of Q1 2025.

  • Avior Wealth Management reported no remaining EchoStar position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 61 EchoStar shares in Q1 2025, an estimated $1.4K.
  • Avior Wealth Management first reported a position in EchoStar in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's EchoStar position peaked at $1.4K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held EchoStar as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.