HWA
DISH

Heritage Wealth Advisors’s DISH Network Corp. DISH Stock Holding History

Heritage Wealth Advisors’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
2021
Q1 		– Sell
-500
Closed -$16K – 603
2020
Q4 		$16K Buy
+500
New +$15.4K ﹤0.01% 432
2020
Q1 		– Sell
-887
Closed -$31.5K – 613
2019
Q4 		$31.5K Buy
+887
New +$30.7K ﹤0.01% 340

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Heritage Wealth Advisors's DISH Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of DISH Network Corp. (DISH) in Q1 2021, closing a stake of 500 shares — an estimated $16K sold.

Heritage Wealth Advisors first reported a position in DISH in Q4 2019 and held it in 2 quarters. The position peaked at $31.5K in Q4 2019. 437 funds tracked by Wall St. Rank hold DISH as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining DISH Network Corp. position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 500 DISH Network Corp. shares in Q1 2021, an estimated $16K.
  • Heritage Wealth Advisors first reported a position in DISH Network Corp. in Q4 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's DISH Network Corp. position peaked at $31.5K in Q4 2019.
  • 437 funds tracked by Wall St. Rank held DISH Network Corp. as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.