CWM
DISH

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

Curi 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
Q3 		– Sell
-4
Closed – – 750
2022
Q2 		$0 Hold
4
– – ﹤0.01% 752
2022
Q1 		$0 Hold
4
– – ﹤0.01% 689
2021
Q4 		$0 Buy
+4
New +$149 ﹤0.01% 623
2021
Q1 		– Sell
-254
Closed -$8K – 536
2020
Q4 		$8K Buy
+254
New +$7.82K 0.01% 281

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Curi Wealth Management's DISH Position: Q3 2022 in Review

Curi Wealth Management sold out of DISH Network Corp. (DISH) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in DISH in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q4 2020. 405 funds tracked by Wall St. Rank hold DISH as of Q3 2022.

  • Curi Wealth Management reported no remaining DISH Network Corp. position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 4 DISH Network Corp. shares in Q3 2022.
  • Curi Wealth Management first reported a position in DISH Network Corp. in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's DISH Network Corp. position peaked at $8K in Q4 2020.
  • 405 funds tracked by Wall St. Rank held DISH Network Corp. as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.