Sendero Wealth Management’s DISH Network Corp. DISH Stock Holding History

Sendero Wealth Management’s Portfolio DISH Stock Details DISH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,374	Closed	-$153K	–	154
2023 Q1	$153K	Buy	16,374 +2,077	+15%	+$26.2K	0.05%	101
2022 Q4	$201K	Buy	14,297 +2,062	+17%	+$30.4K	0.07%	100
2022 Q3	$169K	Buy	+12,235	New	+$216K	0.07%	96
2022 Q1	–	Sell	-6,191	Closed	-$201K	–	87
2021 Q4	$201K	Buy	+6,191	New	+$231K	0.09%	81

Other funds holding DISH

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

TSW

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

Sendero Wealth Management's DISH Position: Q2 2023 in Review

Sendero Wealth Management sold out of DISH Network Corp. (DISH) in Q2 2023, closing a stake of 16,374 shares — an estimated $153K sold.

Sendero Wealth Management first reported a position in DISH in Q4 2021 and held it in 4 quarters. The position peaked at $201K in Q4 2021. 346 funds tracked by Wall St. Rank hold DISH as of Q2 2023.

Sendero Wealth Management reported no remaining DISH Network Corp. position as of Q2 2023 after selling out during the quarter.
Sendero Wealth Management sold 16,374 DISH Network Corp. shares in Q2 2023, an estimated $153K.
Sendero Wealth Management first reported a position in DISH Network Corp. in Q4 2021 and held it in 4 quarters.
Sendero Wealth Management's DISH Network Corp. position peaked at $201K in Q4 2021.
346 funds tracked by Wall St. Rank held DISH Network Corp. as of Q2 2023.

Based on Sendero Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.