Janiczek Wealth Management’s EchoStar ECHO Stock Holding History

Janiczek 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
2024 Q2	$57.4K	Buy	3,221 +2,260	+235%	+$37.5K	0.01%	381
2024 Q1	$13.7K	Buy	961 +9	+0.9%	+$125	﹤0.01%	631
2023 Q4	$15.8K	Hold	952	–	–	﹤0.01%	585
2023 Q3	$15.9K	Buy	952 +920	+2,875%	+$17.4K	﹤0.01%	552
2023 Q2	$555	Hold	32	–	–	﹤0.01%	899
2023 Q1	$560	Hold	32	–	–	﹤0.01%	899
2022 Q4	$566	Hold	32	–	–	﹤0.01%	901
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	866
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	899
2022 Q1	$1K	Hold	32	–	–	﹤0.01%	895
2021 Q4	$1K	Hold	32	–	–	﹤0.01%	953
2021 Q3	$1K	Hold	32	–	–	﹤0.01%	922
2021 Q2	$1K	Hold	32	–	–	﹤0.01%	866
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	827
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	762
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	605
2020 Q2	$1K	Hold	32	–	–	﹤0.01%	348
2020 Q1	$1K	Hold	32	–	–	﹤0.01%	147
2019 Q4	$1K	Hold	32	–	–	﹤0.01%	149
2019 Q3	$1K	Sell	32 -7	-18%	-$253	﹤0.01%	151
2019 Q2	$1K	Buy	+39	New	+$1.3K	﹤0.01%	180

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

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

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

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

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

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Janiczek Wealth Management's ECHO Position: Q2 2024 in Review

Janiczek Wealth Management increased its EchoStar (ECHO) stake by 235% in Q2 2024, buying an estimated $37.5K and bringing the position to 3,221 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #381.

Janiczek Wealth Management first reported a position in ECHO in Q2 2019 and has held it in 21 quarters since. 258 funds tracked by Wall St. Rank hold ECHO as of Q2 2024.

Janiczek Wealth Management held 3,221 shares of EchoStar worth $57.4K as of Q2 2024.
Janiczek Wealth Management bought 2,260 EchoStar shares in Q2 2024, an estimated $37.5K.
EchoStar made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #381 holding.
Janiczek Wealth Management first reported a position in EchoStar in Q2 2019 and has held it in 21 quarters since.
258 funds tracked by Wall St. Rank held EchoStar as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.