Wealth Management Partners’s EchoStar ECHO Stock Holding History

Wealth Management Partners’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 Q2	–	Sell	-8,000	Closed	-$206K	–	118
2022 Q1	$206K	Sell	8,000 -2,000	-20%	-$49.3K	0.15%	107
2021 Q4	$250K	Sell	10,000 -1,599	-14%	-$42.2K	0.17%	97
2021 Q3	$296K	Sell	11,599 -300	-3%	-$7.4K	0.22%	91
2021 Q2	$289K	Sell	11,899 -362	-3%	-$9.29K	0.2%	97
2021 Q1	$291K	Buy	+12,261	New	+$293K	0.22%	96

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

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

Wealth Management Partners's ECHO Position: Q2 2022 in Review

Wealth Management Partners sold out of EchoStar (ECHO) in Q2 2022, closing a stake of 8,000 shares — an estimated $206K sold.

Wealth Management Partners first reported a position in ECHO in Q1 2021 and held it in 5 quarters. The position peaked at $296K in Q3 2021. 195 funds tracked by Wall St. Rank hold ECHO as of Q2 2022.

Wealth Management Partners reported no remaining EchoStar position as of Q2 2022 after selling out during the quarter.
Wealth Management Partners sold 8,000 EchoStar shares in Q2 2022, an estimated $206K.
Wealth Management Partners first reported a position in EchoStar in Q1 2021 and held it in 5 quarters.
Wealth Management Partners's EchoStar position peaked at $296K in Q3 2021.
195 funds tracked by Wall St. Rank held EchoStar as of Q2 2022.

Based on Wealth Management Partners's 13F filing for Q2 2022, filed 15 Jul 2022.