Carolina Wealth Advisors’s EchoStar ECHO Stock Holding History

Carolina Wealth 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
2023 Q2	–	Sell	-227	Closed	-$4.15K	–	288
2023 Q1	$4.15K	Sell	227 -20,391	-99%	-$373K	﹤0.01%	188
2022 Q4	$344K	Buy	20,618 +2,542	+14%	+$44.1K	0.22%	59
2022 Q3	$298K	Buy	18,076 +1,808	+11%	+$33.8K	0.23%	53
2022 Q2	$314K	Buy	16,268 +7,580	+87%	+$171K	0.21%	53
2022 Q1	$211K	Buy	8,688 +758	+10%	+$18.7K	0.13%	82
2021 Q4	$209K	Buy	7,930 +1,825	+30%	+$48.2K	0.12%	80
2021 Q3	$156K	Buy	6,105 +1,034	+20%	+$25.5K	0.1%	82
2021 Q2	$123K	Buy	5,071 +1,124	+28%	+$28.8K	0.08%	95
2021 Q1	$95K	Buy	+3,947	New	+$94.4K	0.07%	99

Other funds holding ECHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Carolina Wealth Advisors's ECHO Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of EchoStar (ECHO) in Q2 2023, closing a stake of 227 shares — an estimated $4.15K sold.

Carolina Wealth Advisors first reported a position in ECHO in Q1 2021 and held it in 9 quarters. The position peaked at $344K in Q4 2022. 162 funds tracked by Wall St. Rank hold ECHO as of Q2 2023.

Carolina Wealth Advisors reported no remaining EchoStar position as of Q2 2023 after selling out during the quarter.
Carolina Wealth Advisors sold 227 EchoStar shares in Q2 2023, an estimated $4.15K.
Carolina Wealth Advisors first reported a position in EchoStar in Q1 2021 and held it in 9 quarters.
Carolina Wealth Advisors's EchoStar position peaked at $344K in Q4 2022.
162 funds tracked by Wall St. Rank held EchoStar as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.