DWM
ECHO

Dorchester Wealth Management’s EchoStar ECHO Stock Holding History

Dorchester Wealth Management’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
2023
Q4 		– Sell
-151,895
Closed -$2.54M – 164
2023
Q3 		$2.54M Sell
151,895
-179,440
-54% -$3.39M 0.51% 52
2023
Q2 		$5.75M Buy
331,335
+8,070
+2% +$136K 1.17% 32
2023
Q1 		$5.91M Buy
323,265
+71,155
+28% +$1.3M 1.22% 32
2022
Q4 		$4.21M Sell
252,110
-55,165
-18% -$956K 1% 37
2022
Q3 		$5.06M Buy
307,275
+14,295
+5% +$267K 1.12% 34
2022
Q2 		$5.66M Buy
292,980
+11,645
+4% +$263K 1.13% 32
2022
Q1 		$8.56M Buy
281,335
+14,615
+5% +$360K 1.37% 24
2021
Q4 		$7.03M Buy
266,720
+6,945
+3% +$183K 1.39% 23
2021
Q3 		$6.63M Buy
259,775
+7,115
+3% +$176K 1.63% 21
2021
Q2 		$6.14M Buy
252,660
+10,670
+4% +$274K 1.41% 26
2021
Q1 		$5.81M Buy
241,990
+8,300
+4% +$199K 1.44% 24
2020
Q4 		$4.95M Buy
+233,690
New +$5.59M 1.31% 29

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Pennant Select Summit, New Jersey $199M AUM 147.97% 1-Year Est. Return
PI
Pennant Investors Summit, New Jersey $361M AUM 134.26% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorchester Wealth Management's ECHO Position: Q4 2023 in Review

Dorchester Wealth Management sold out of EchoStar (ECHO) in Q4 2023, closing a stake of 151,895 shares — an estimated $2.54M sold.

Dorchester Wealth Management first reported a position in ECHO in Q4 2020 and held it in 12 quarters. The position peaked at $8.56M in Q1 2022. 174 funds tracked by Wall St. Rank hold ECHO as of Q4 2023.

  • Dorchester Wealth Management reported no remaining EchoStar position as of Q4 2023 after selling out during the quarter.
  • Dorchester Wealth Management sold 151,895 EchoStar shares in Q4 2023, an estimated $2.54M.
  • Dorchester Wealth Management first reported a position in EchoStar in Q4 2020 and held it in 12 quarters.
  • Dorchester Wealth Management's EchoStar position peaked at $8.56M in Q1 2022.
  • 174 funds tracked by Wall St. Rank held EchoStar as of Q4 2023.

Based on Dorchester Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.