Sutton Wealth Advisors’s EchoStar ECHO Stock Holding History

Sutton 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
2022 Q1	–	Sell	-423	Closed	-$11.1K	–	1705
2021 Q4	$11.1K	Hold	423	–	–	﹤0.01%	900
2021 Q3	$10.8K	Hold	423	–	–	﹤0.01%	884
2021 Q2	$10.3K	Hold	423	–	–	﹤0.01%	908
2021 Q1	$10.2K	Hold	423	–	–	﹤0.01%	875
2020 Q4	$8.96K	Hold	423	–	–	﹤0.01%	842
2020 Q3	$10.5K	Hold	423	–	–	0.01%	726
2020 Q2	$11.8K	Hold	423	–	–	0.01%	665
2020 Q1	$13.5K	Hold	423	–	–	0.01%	578
2019 Q4	$18.3K	Hold	423	–	–	0.01%	638
2019 Q3	$16.8K	Sell	423 -99	-19%	-$3.58K	0.01%	641
2019 Q2	$18.7K	Hold	522	–	–	0.01%	598
2019 Q1	$15.4K	Hold	522	–	–	0.01%	661
2018 Q4	$15.5K	Hold	522	–	–	0.01%	608
2018 Q3	$19.6K	Hold	522	–	–	0.01%	594
2018 Q2	$18.8K	Hold	522	–	–	0.01%	613
2018 Q1	$22.3K	Hold	522	–	–	0.02%	529
2017 Q4	$25.3K	Hold	522	–	–	0.02%	467
2017 Q3	$24.2K	Hold	522	–	–	0.02%	479
2017 Q2	$25.7K	Hold	522	–	–	0.02%	447
2017 Q1	$24.1K	Hold	522	–	–	0.02%	446
2016 Q4	$21.7K	Hold	522	–	–	0.02%	461
2016 Q3	$18.5K	Hold	522	–	–	0.02%	475
2016 Q2	$16.8K	Hold	522	–	–	0.02%	490
2016 Q1	$18.7K	Buy	+522	New	+$16.6K	0.02%	451

Other funds holding ECHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

QCI

Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sutton Wealth Advisors's ECHO Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of EchoStar (ECHO) in Q1 2022, closing a stake of 423 shares — an estimated $11.1K sold.

Sutton Wealth Advisors first reported a position in ECHO in Q1 2016 and held it in 24 quarters. The position peaked at $25.7K in Q2 2017. 198 funds tracked by Wall St. Rank hold ECHO as of Q1 2022.

Sutton Wealth Advisors reported no remaining EchoStar position as of Q1 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 423 EchoStar shares in Q1 2022, an estimated $11.1K.
Sutton Wealth Advisors first reported a position in EchoStar in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's EchoStar position peaked at $25.7K in Q2 2017.
198 funds tracked by Wall St. Rank held EchoStar as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.