Crewe Advisors’s EchoStar ECHO Stock Holding History

Crewe 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
2022 Q4	–	Sell	-38	Closed	-$1K	–	1228
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	1189
2022 Q2	$1K	Buy	+38	New	+$858	﹤0.01%	1099

Other funds holding ECHO

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

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

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

QCI

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Crewe Advisors's ECHO Position: Q4 2022 in Review

Crewe Advisors sold out of EchoStar (ECHO) in Q4 2022, closing a stake of 38 shares — an estimated $1K sold.

Crewe Advisors first reported a position in ECHO in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 184 funds tracked by Wall St. Rank hold ECHO as of Q4 2022.

Crewe Advisors reported no remaining EchoStar position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 38 EchoStar shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in EchoStar in Q2 2022 and held it in 2 quarters.
Crewe Advisors's EchoStar position peaked at $1K in Q3 2022.
184 funds tracked by Wall St. Rank held EchoStar as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.