JWA
ECHO

JFS Wealth Advisors’s EchoStar ECHO Stock Holding History

JFS Wealth Advisors’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
2025
Q2 		– Sell
-33
Closed -$845 – 1953
2025
Q1 		$845 Hold
33
– – ﹤0.01% 1677
2024
Q4 		$756 Hold
33
– – ﹤0.01% 1725
2024
Q3 		$820 Hold
33
– – ﹤0.01% 1735
2024
Q2 		$588 Hold
33
– – ﹤0.01% 1783
2024
Q1 		$471 Buy
+33
New +$460 ﹤0.01% 1794
2023
Q4 		– Sell
-33
Closed -$553 – 2035
2023
Q3 		$553 Hold
33
– – ﹤0.01% 1732
2023
Q2 		$573 Sell
33
-8
-20% -$135 ﹤0.01% 1737
2023
Q1 		$750 Buy
41
+8
+24% +$146 ﹤0.01% 1656
2022
Q4 		$550 Buy
33
+2
+6% +$35 ﹤0.01% 1725
2022
Q3 		$1K Buy
31
+20
+182% +$374 ﹤0.01% 1636
2022
Q2 		$0 Sell
11
-19
-63% -$429 ﹤0.01% 1915
2022
Q1 		$1K Buy
30
+17
+131% +$419 ﹤0.01% 1720
2021
Q4 		$0 Buy
+13
New +$343 ﹤0.01% 1865

Other funds holding ECHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

JFS Wealth Advisors's ECHO Position: Q2 2025 in Review

JFS Wealth Advisors sold out of EchoStar (ECHO) in Q2 2025, closing a stake of 33 shares — an estimated $845 sold.

JFS Wealth Advisors first reported a position in ECHO in Q4 2021 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 292 funds tracked by Wall St. Rank hold ECHO as of Q2 2025.

  • JFS Wealth Advisors reported no remaining EchoStar position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 33 EchoStar shares in Q2 2025, an estimated $845.
  • JFS Wealth Advisors first reported a position in EchoStar in Q4 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's EchoStar position peaked at $1K in Q3 2022.
  • 292 funds tracked by Wall St. Rank held EchoStar as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.