Concord Wealth Partners’s DISH Network Corp. DISH Stock Holding History

Concord Wealth Partners’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
2023 Q3	–	Sell	-41,856	Closed	-$276K	–	1086
2023 Q2	$276K	Buy	41,856 +20,427	+95%	+$145K	0.06%	160
2023 Q1	$200K	Buy	21,429 +21,288	+15,098%	+$268K	0.06%	165
2022 Q4	$1.98K	Buy	+141	New	+$2.08K	﹤0.01%	936
2022 Q3	–	Sell	-834	Closed	-$15K	–	1283
2022 Q2	$15K	Buy	834 +762	+1,058%	+$18.5K	﹤0.01%	611
2022 Q1	$2K	Buy	72 +56	+350%	+$1.77K	﹤0.01%	1163
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	1292
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	894
2021 Q2	$1K	Buy	+16	New	+$673	﹤0.01%	1034

Other funds holding DISH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concord Wealth Partners's DISH Position: Q3 2023 in Review

Concord Wealth Partners sold out of DISH Network Corp. (DISH) in Q3 2023, closing a stake of 41,856 shares — an estimated $276K sold.

Concord Wealth Partners first reported a position in DISH in Q2 2021 and held it in 8 quarters. The position peaked at $276K in Q2 2023. 312 funds tracked by Wall St. Rank hold DISH as of Q3 2023.

Concord Wealth Partners reported no remaining DISH Network Corp. position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 41,856 DISH Network Corp. shares in Q3 2023, an estimated $276K.
Concord Wealth Partners first reported a position in DISH Network Corp. in Q2 2021 and held it in 8 quarters.
Concord Wealth Partners's DISH Network Corp. position peaked at $276K in Q2 2023.
312 funds tracked by Wall St. Rank held DISH Network Corp. as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.