Schwarz Dygos Wheeler Investment Advisors’s AT&T T Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,740	Closed	-$218K	–	142
2021 Q4	$218K	Sell	11,740 -1,348	-10%	-$25.2K	0.07%	127
2021 Q3	$267K	Hold	13,088	–	–	0.1%	110
2021 Q2	$284K	Sell	13,088 -602	-4%	-$13.7K	0.1%	107
2021 Q1	$313K	Buy	13,690 +470	+4%	+$10.4K	0.13%	95
2020 Q4	$287K	Buy	+13,220	New	+$285K	0.14%	86

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's T Position: Q1 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of AT&T (T) in Q1 2022, closing a stake of 11,740 shares — an estimated $218K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in T in Q4 2020 and held it in 5 quarters. The position peaked at $313K in Q1 2021. 2,501 funds tracked by Wall St. Rank hold T as of Q1 2022.

Schwarz Dygos Wheeler Investment Advisors reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 11,740 AT&T shares in Q1 2022, an estimated $218K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in AT&T in Q4 2020 and held it in 5 quarters.
Schwarz Dygos Wheeler Investment Advisors's AT&T position peaked at $313K in Q1 2021.
2,501 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

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