Gradient Investments’s EchoStar ECHO Stock Holding History

Gradient Investments’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 Q3	–	Sell	-629	Closed	-$10.9K	–	1899
2023 Q2	$10.9K	Buy	+629	New	+$10.6K	﹤0.01%	799

Other funds holding ECHO

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

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

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

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gradient Investments's ECHO Position: Q3 2023 in Review

Gradient Investments sold out of EchoStar (ECHO) in Q3 2023, closing a stake of 629 shares — an estimated $10.9K sold.

Gradient Investments first reported a position in ECHO in Q2 2023 and held it in 1 quarter. The position peaked at $10.9K in Q2 2023. 165 funds tracked by Wall St. Rank hold ECHO as of Q3 2023.

Gradient Investments reported no remaining EchoStar position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 629 EchoStar shares in Q3 2023, an estimated $10.9K.
Gradient Investments first reported a position in EchoStar in Q2 2023 and held it in 1 quarter.
Gradient Investments's EchoStar position peaked at $10.9K in Q2 2023.
165 funds tracked by Wall St. Rank held EchoStar as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.