SWS
ECHO

SYSTM Wealth Solutions’s EchoStar ECHO Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-82
Closed -$1.46K – 523
2024
Q2 		$1.46K Hold
82
– – ﹤0.01% 630
2024
Q1 		$1.17K Buy
+82
New +$1.14K ﹤0.01% 940

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
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

SYSTM Wealth Solutions's ECHO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of EchoStar (ECHO) in Q3 2024, closing a stake of 82 shares — an estimated $1.46K sold.

SYSTM Wealth Solutions first reported a position in ECHO in Q1 2024 and held it in 2 quarters. The position peaked at $1.46K in Q2 2024. 275 funds tracked by Wall St. Rank hold ECHO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining EchoStar position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 82 EchoStar shares in Q3 2024, an estimated $1.46K.
  • SYSTM Wealth Solutions first reported a position in EchoStar in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's EchoStar position peaked at $1.46K in Q2 2024.
  • 275 funds tracked by Wall St. Rank held EchoStar as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.