BWM
DISH

BerganKDV Wealth Management’s DISH Network Corp. DISH Stock Holding History

BerganKDV Wealth Management’s Portfolio DISH Stock Details DISH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21
Closed – – 1134
2022
Q3 		$0 Hold
21
– – ﹤0.01% 1103
2022
Q2 		$0 Buy
+21
New +$509 ﹤0.01% 1098
2021
Q4 		– Sell
-19
Closed -$1K – 1156
2021
Q3 		$1K Hold
19
– – ﹤0.01% 1026
2021
Q2 		$1K Hold
19
– – ﹤0.01% 973
2021
Q1 		$1K Hold
19
– – ﹤0.01% 924
2020
Q4 		$1K Sell
19
-7
-27% -$215 ﹤0.01% 930
2020
Q3 		$1K Sell
26
-21
-45% -$693 ﹤0.01% 897
2020
Q2 		$2K Buy
47
+26
+124% +$723 ﹤0.01% 809
2020
Q1 		$0 Buy
+21
New +$681 ﹤0.01% 1032

Other funds holding DISH

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BerganKDV Wealth Management's DISH Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of DISH Network Corp. (DISH) in Q4 2022, closing a stake of 21 shares.

BerganKDV Wealth Management first reported a position in DISH in Q1 2020 and held it in 9 quarters. The position peaked at $2K in Q2 2020. 404 funds tracked by Wall St. Rank hold DISH as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining DISH Network Corp. position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 21 DISH Network Corp. shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in DISH Network Corp. in Q1 2020 and held it in 9 quarters.
  • BerganKDV Wealth Management's DISH Network Corp. position peaked at $2K in Q2 2020.
  • 404 funds tracked by Wall St. Rank held DISH Network Corp. as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.