WR Wealth Planners’s EchoStar ECHO Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-175	Closed	-$2.49K	–	1206
2024 Q1	$2.49K	Buy	+175	New	+$2.44K	﹤0.01%	836

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

WR Wealth Planners's ECHO Position: Q2 2024 in Review

WR Wealth Planners sold out of EchoStar (ECHO) in Q2 2024, closing a stake of 175 shares — an estimated $2.49K sold.

WR Wealth Planners first reported a position in ECHO in Q1 2024 and held it in 1 quarter. The position peaked at $2.49K in Q1 2024. 258 funds tracked by Wall St. Rank hold ECHO as of Q2 2024.

WR Wealth Planners reported no remaining EchoStar position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 175 EchoStar shares in Q2 2024, an estimated $2.49K.
WR Wealth Planners first reported a position in EchoStar in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's EchoStar position peaked at $2.49K in Q1 2024.
258 funds tracked by Wall St. Rank held EchoStar as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.