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Schwarz Dygos Wheeler Investment Advisors’s Air T AIRT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio AIRT Stock Details AIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,407
Closed -$211K – 138
2021
Q4 		$211K Hold
8,407
– – 0.07% 129
2021
Q3 		$241K Hold
8,407
– – 0.09% 117
2021
Q2 		$208K Buy
+8,407
New +$192K 0.08% 126

Other funds holding AIRT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AIRT Position: Q1 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Air T (AIRT) in Q1 2022, closing a stake of 8,407 shares — an estimated $211K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AIRT in Q2 2021 and held it in 3 quarters. The position peaked at $241K in Q3 2021. 14 funds tracked by Wall St. Rank hold AIRT as of Q1 2022.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Air T position as of Q1 2022 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 8,407 Air T shares in Q1 2022, an estimated $211K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Air T in Q2 2021 and held it in 3 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Air T position peaked at $241K in Q3 2021.
  • 14 funds tracked by Wall St. Rank held Air T as of Q1 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.