Heritage Wealth Management (Arizona)’s EchoStar ECHO Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$93.4K	Buy	5,600 +2,800	+100%	+$48.5K	0.01%	422
2022 Q3	$46K	Hold	2,800	–	–	0.01%	412
2022 Q2	$54K	Hold	2,800	–	–	0.02%	409
2022 Q1	$68K	Buy	+2,800	New	+$69K	0.02%	423
2021 Q3	$71K	Hold	2,800	–	–	0.03%	404
2021 Q2	$68K	Hold	2,800	–	–	0.03%	407
2021 Q1	$67K	Buy	+2,800	New	+$67K	0.04%	319

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TSW

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

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

Heritage Wealth Management (Arizona)'s ECHO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its EchoStar (ECHO) stake by 100% in Q4 2022, buying an estimated $48.5K and bringing the position to 5,600 shares worth $93.4K. The position accounts for 0.01% of the portfolio, ranked #422.

Heritage Wealth Management (Arizona) first reported a position in ECHO in Q1 2021 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold ECHO as of Q4 2022.

Heritage Wealth Management (Arizona) held 5,600 shares of EchoStar worth $93.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,800 EchoStar shares in Q4 2022, an estimated $48.5K.
EchoStar made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #422 holding.
Heritage Wealth Management (Arizona) first reported a position in EchoStar in Q1 2021 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held EchoStar as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.