CPA
ECHO

Capital Performance Advisors’s EchoStar ECHO Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-27
Closed -$670 – 2195
2024
Q3 		$670 Buy
+27
New +$552 ﹤0.01% 2113

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Darsana Capital Partners New York $4.7B AUM 50.56% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's ECHO Position: Q4 2024 in Review

Capital Performance Advisors sold out of EchoStar (ECHO) in Q4 2024, closing a stake of 27 shares — an estimated $670 sold.

Capital Performance Advisors first reported a position in ECHO in Q3 2024 and held it in 1 quarter. The position peaked at $670 in Q3 2024. 284 funds tracked by Wall St. Rank hold ECHO as of Q4 2024.

  • Capital Performance Advisors reported no remaining EchoStar position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 27 EchoStar shares in Q4 2024, an estimated $670.
  • Capital Performance Advisors first reported a position in EchoStar in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's EchoStar position peaked at $670 in Q3 2024.
  • 284 funds tracked by Wall St. Rank held EchoStar as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.