Glassman Wealth Services’s EchoStar ECHO Stock Holding History

Glassman 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 Q2	–	Sell	-9	Closed	–	–	1952
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1905
2021 Q4	$0	Hold	9	–	–	﹤0.01%	1873
2021 Q3	$0	Sell	9 -64	-88%	-$1.58K	﹤0.01%	1777
2021 Q2	$2K	Buy	73 +4	+6%	+$103	﹤0.01%	1176
2021 Q1	$2K	Buy	69 +64	+1,280%	+$1.53K	﹤0.01%	1130
2020 Q4	$0	Buy	+5	New	+$120	﹤0.01%	1495
2020 Q1	–	Sell	-1	Closed	–	–	1501
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1443
2019 Q3	$0	Buy	+1	New	+$36	﹤0.01%	1336
2018 Q1	–	Sell	-5	Closed	–	–	896
2017 Q4	$0	Buy	+5	New	+$232	﹤0.01%	774

Other funds holding ECHO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glassman Wealth Services's ECHO Position: Q2 2022 in Review

Glassman Wealth Services sold out of EchoStar (ECHO) in Q2 2022, closing a stake of 9 shares.

Glassman Wealth Services first reported a position in ECHO in Q4 2017 and held it in 9 quarters. The position peaked at $2K in Q2 2021. 195 funds tracked by Wall St. Rank hold ECHO as of Q2 2022.

Glassman Wealth Services reported no remaining EchoStar position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 9 EchoStar shares in Q2 2022.
Glassman Wealth Services first reported a position in EchoStar in Q4 2017 and held it in 9 quarters.
Glassman Wealth Services's EchoStar position peaked at $2K in Q2 2021.
195 funds tracked by Wall St. Rank held EchoStar as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.