RJFSA
ECHO

Raymond James Financial Services Advisors’s EchoStar ECHO Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$3.53M Sell
142,369
-38,455
-21% -$786K ﹤0.01% 1418
2024
Q2 		$3.22M Sell
180,824
-25,898
-13% -$429K ﹤0.01% 1401
2024
Q1 		$2.95M Buy
206,722
+131,889
+176% +$1.84M ﹤0.01% 1436
2023
Q4 		$1.24M Sell
74,833
-6,260
-8% -$80.6K ﹤0.01% 1866
2023
Q3 		$1.36M Sell
81,093
-28,154
-26% -$532K ﹤0.01% 1741
2023
Q2 		$1.89M Sell
109,247
-37,596
-26% -$633K ﹤0.01% 1536
2023
Q1 		$2.69M Sell
146,843
-102,550
-41% -$1.88M 0.01% 1318
2022
Q4 		$4.16M Sell
249,393
-83,886
-25% -$1.45M 0.01% 1065
2022
Q3 		$5.49M Buy
333,279
+27,787
+9% +$519K 0.01% 875
2022
Q2 		$5.9M Buy
305,492
+2,187
+0.7% +$49.4K 0.01% 856
2022
Q1 		$7.38M Buy
303,305
+5,097
+2% +$126K 0.01% 815
2021
Q4 		$7.86M Buy
298,208
+53,434
+22% +$1.41M 0.01% 789
2021
Q3 		$6.24M Buy
244,774
+24,148
+11% +$596K 0.01% 859
2021
Q2 		$5.36M Buy
220,626
+66,501
+43% +$1.71M 0.01% 944
2021
Q1 		$3.7M Buy
154,125
+18,426
+14% +$441K 0.01% 1057
2020
Q4 		$2.88M Sell
135,699
-216,275
-61% -$5.17M 0.01% 1104
2020
Q3 		$8.76M Buy
351,974
+1,097
+0.3% +$30.6K 0.03% 553
2020
Q2 		$9.81M Sell
350,877
-1,951
-0.6% -$59.3K 0.03% 463
2020
Q1 		$11.3M Buy
352,828
+33,802
+11% +$1.26M 0.05% 347
2019
Q4 		$13.8M Buy
319,026
+263,200
+471% +$10.6M 0.04% 408
2019
Q3 		$2.21M Sell
55,826
-9,334
-14% -$337K 0.01% 1050
2019
Q2 		$2.34M Buy
65,160
+30,230
+87% +$1.01M 0.01% 1019
2019
Q1 		$1.03M Buy
34,930
+23,872
+216% +$752K ﹤0.01% 1428
2018
Q4 		$329K Buy
+11,058
New +$365K ﹤0.01% 1941

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Pennant Investors Summit, New Jersey $361M AUM 134.26% 1-Year Est. Return

Raymond James Financial Services Advisors's ECHO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its EchoStar (ECHO) stake by 21% in Q3 2024, selling an estimated $786K and leaving 142,369 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Raymond James Financial Services Advisors first reported a position in ECHO in Q4 2018 and has held it in 24 quarters since. The position peaked at $13.8M in Q4 2019. 275 funds tracked by Wall St. Rank hold ECHO as of Q3 2024.

  • Raymond James Financial Services Advisors held 142,369 shares of EchoStar worth $3.53M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 38,455 EchoStar shares in Q3 2024, an estimated $786K.
  • EchoStar made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1418 holding.
  • Raymond James Financial Services Advisors first reported a position in EchoStar in Q4 2018 and has held it in 24 quarters since.
  • Raymond James Financial Services Advisors's EchoStar position peaked at $13.8M in Q4 2019.
  • 275 funds tracked by Wall St. Rank held EchoStar as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.