CWM
DISH

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

Circle 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
Q2 		– Sell
-6,756
Closed -$214K – 188
2022
Q1 		$214K Buy
6,756
+178
+3% +$5.63K 0.03% 175
2021
Q4 		$213K Sell
6,578
-138
-2% -$5.14K 0.03% 188
2021
Q3 		$292K Hold
6,716
– – 0.04% 152
2021
Q2 		$281K Sell
6,716
-331
-5% -$13.9K 0.04% 159
2021
Q1 		$255K Buy
+7,047
New +$235K 0.04% 152

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
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Circle Wealth Management's DISH Position: Q2 2022 in Review

Circle Wealth Management sold out of DISH Network Corp. (DISH) in Q2 2022, closing a stake of 6,756 shares — an estimated $214K sold.

Circle Wealth Management first reported a position in DISH in Q1 2021 and held it in 5 quarters. The position peaked at $292K in Q3 2021. 395 funds tracked by Wall St. Rank hold DISH as of Q2 2022.

  • Circle Wealth Management reported no remaining DISH Network Corp. position as of Q2 2022 after selling out during the quarter.
  • Circle Wealth Management sold 6,756 DISH Network Corp. shares in Q2 2022, an estimated $214K.
  • Circle Wealth Management first reported a position in DISH Network Corp. in Q1 2021 and held it in 5 quarters.
  • Circle Wealth Management's DISH Network Corp. position peaked at $292K in Q3 2021.
  • 395 funds tracked by Wall St. Rank held DISH Network Corp. as of Q2 2022.

Based on Circle Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.