WealthShield Partners’s EchoStar ECHO Stock Holding History

WealthShield 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
2021 Q4	–	Sell	-15,792	Closed	-$403K	–	300
2021 Q3	$403K	Buy	+15,792	New	+$390K	0.11%	163
2021 Q2	–	Sell	-13,893	Closed	-$333K	–	1085
2021 Q1	$333K	Buy	13,893 +2,420	+21%	+$57.9K	0.06%	192
2020 Q4	$243K	Buy	+11,473	New	+$275K	0.04%	258
2020 Q3	–	Sell	-11,450	Closed	-$320K	–	400
2020 Q2	$320K	Buy	+11,450	New	+$348K	0.15%	147

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

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

EIP

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WealthShield Partners's ECHO Position: Q4 2021 in Review

WealthShield Partners sold out of EchoStar (ECHO) in Q4 2021, closing a stake of 15,792 shares — an estimated $403K sold.

WealthShield Partners first reported a position in ECHO in Q2 2020 and held it in 4 quarters. The position peaked at $403K in Q3 2021. 201 funds tracked by Wall St. Rank hold ECHO as of Q4 2021.

WealthShield Partners reported no remaining EchoStar position as of Q4 2021 after selling out during the quarter.
WealthShield Partners sold 15,792 EchoStar shares in Q4 2021, an estimated $403K.
WealthShield Partners first reported a position in EchoStar in Q2 2020 and held it in 4 quarters.
WealthShield Partners's EchoStar position peaked at $403K in Q3 2021.
201 funds tracked by Wall St. Rank held EchoStar as of Q4 2021.

Based on WealthShield Partners's 13F filing for Q4 2021, filed 10 Feb 2022.