Confluence Wealth Services’s EchoStar ECHO Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-1,000	Closed	-$26K	–	977
2021 Q4	$26K	Buy	+1,000	New	+$26.4K	0.01%	659

Other funds holding ECHO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

QCI

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Confluence Wealth Services's ECHO Position: Q1 2022 in Review

Confluence Wealth Services sold out of EchoStar (ECHO) in Q1 2022, closing a stake of 1,000 shares — an estimated $26K sold.

Confluence Wealth Services first reported a position in ECHO in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 198 funds tracked by Wall St. Rank hold ECHO as of Q1 2022.

Confluence Wealth Services reported no remaining EchoStar position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 1,000 EchoStar shares in Q1 2022, an estimated $26K.
Confluence Wealth Services first reported a position in EchoStar in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's EchoStar position peaked at $26K in Q4 2021.
198 funds tracked by Wall St. Rank held EchoStar as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.