Sage Private Wealth Group’s EchoStar ECHO Stock Holding History

Sage Private Wealth Group’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	–	Sell	-305	Closed	-$5K	–	155
2022 Q3	$5K	Hold	305	–	–	0.01%	171
2022 Q2	$6K	Hold	305	–	–	0.01%	155
2022 Q1	$7K	Hold	305	–	–	0.01%	156
2021 Q4	$8K	Hold	305	–	–	0.01%	147
2021 Q3	$8K	Hold	305	–	–	0.01%	150
2021 Q2	$7K	Hold	305	–	–	0.01%	145
2021 Q1	$7K	Hold	305	–	–	0.01%	150
2020 Q4	$6K	Buy	+305	New	+$7.3K	0.02%	141

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

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 $2.9T AUM 29.55% 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

Sage Private Wealth Group's ECHO Position: Q4 2022 in Review

Sage Private Wealth Group sold out of EchoStar (ECHO) in Q4 2022, closing a stake of 305 shares — an estimated $5K sold.

Sage Private Wealth Group first reported a position in ECHO in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 184 funds tracked by Wall St. Rank hold ECHO as of Q4 2022.

Sage Private Wealth Group reported no remaining EchoStar position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 305 EchoStar shares in Q4 2022, an estimated $5K.
Sage Private Wealth Group first reported a position in EchoStar in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's EchoStar position peaked at $8K in Q4 2021.
184 funds tracked by Wall St. Rank held EchoStar as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.