TCI Wealth Advisors’s EchoStar ECHO Stock Holding History

TCI 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
2023 Q2	–	Sell	-22	Closed	-$403	–	1852
2023 Q1	$403	Hold	22	–	–	﹤0.01%	2259
2022 Q4	$367	Sell	22 -213	-91%	-$3.69K	﹤0.01%	2258
2022 Q3	$4K	Buy	235 +215	+1,075%	+$4.02K	﹤0.01%	1668
2022 Q2	$0	Hold	20	–	–	﹤0.01%	2485
2022 Q1	$0	Sell	20 -159	-89%	-$3.92K	﹤0.01%	2426
2021 Q4	$5K	Hold	179	–	–	﹤0.01%	1715
2021 Q3	$5K	Sell	179 -66	-27%	-$1.63K	﹤0.01%	1643
2021 Q2	$6K	Buy	245 +88	+56%	+$2.26K	﹤0.01%	1357
2021 Q1	$4K	Buy	157 +137	+685%	+$3.28K	﹤0.01%	1415
2020 Q4	$0	Hold	20	–	–	﹤0.01%	1651
2020 Q3	$0	Sell	20 -119	-86%	-$3.32K	﹤0.01%	1647
2020 Q2	$4K	Buy	139 +107	+334%	+$3.25K	﹤0.01%	833
2020 Q1	$1K	Sell	32 -54	-63%	-$2.02K	﹤0.01%	1331
2019 Q4	$4K	Buy	86 +43	+100%	+$1.73K	﹤0.01%	945
2019 Q3	$2K	Sell	43 -10	-19%	-$361	﹤0.01%	1129
2019 Q2	$2K	Sell	53 -337	-86%	-$11.2K	﹤0.01%	1054
2019 Q1	$12K	Hold	390	–	–	0.01%	600
2018 Q4	$12K	Buy	390 +337	+636%	+$11.1K	0.01%	587
2018 Q3	$2K	Hold	53	–	–	﹤0.01%	1072
2018 Q2	$2K	Hold	53	–	–	﹤0.01%	1130
2018 Q1	$2K	Sell	53 -578	-92%	-$27.5K	﹤0.01%	1006
2017 Q4	$31K	Buy	631 +578	+1,091%	+$26.8K	0.01%	413
2017 Q3	$2K	Hold	53	–	–	﹤0.01%	986
2017 Q2	$3K	Sell	53 -578	-92%	-$27.5K	﹤0.01%	908
2017 Q1	$29K	Buy	631 +121	+24%	+$5.28K	0.02%	388
2016 Q4	$21K	Hold	510	–	–	0.01%	475
2016 Q3	$18K	Sell	510 -53	-9%	-$1.68K	0.01%	463
2016 Q2	$18K	Hold	563	–	–	0.01%	462
2016 Q1	$20K	Buy	563 +158	+39%	+$5.03K	0.01%	442
2015 Q4	$13K	Sell	405 -26	-6%	-$872	0.01%	520
2015 Q3	$15K	Sell	431 -11	-2%	-$406	0.01%	447
2015 Q2	$17K	Buy	442 +1	+0.2%	+$41	0.01%	432
2015 Q1	$18K	Buy	441 +119	+37%	+$5.07K	0.01%	365
2014 Q4	$14K	Hold	322	–	–	0.01%	400
2014 Q3	$13K	Hold	322	–	–	0.01%	404
2014 Q2	$14K	Sell	322 -15	-4%	-$598	0.01%	410
2014 Q1	$13K	Buy	337 +124	+58%	+$4.9K	0.01%	389
2013 Q4	$9K	Sell	213 -17	-7%	-$664	0.01%	448
2013 Q3	$8K	Buy	230 +172	+297%	+$5.82K	0.01%	412
2013 Q2	$2K	Buy	+58	New	+$1.84K	﹤0.01%	605

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

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

QCI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

TCI Wealth Advisors's ECHO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of EchoStar (ECHO) in Q2 2023, closing a stake of 22 shares — an estimated $403 sold.

TCI Wealth Advisors first reported a position in ECHO in Q2 2013 and held it in 40 quarters. The position peaked at $31K in Q4 2017. 162 funds tracked by Wall St. Rank hold ECHO as of Q2 2023.

TCI Wealth Advisors reported no remaining EchoStar position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 22 EchoStar shares in Q2 2023, an estimated $403.
TCI Wealth Advisors first reported a position in EchoStar in Q2 2013 and held it in 40 quarters.
TCI Wealth Advisors's EchoStar position peaked at $31K in Q4 2017.
162 funds tracked by Wall St. Rank held EchoStar as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.