Schwarz Dygos Wheeler Investment Advisors’s Tellurian Inc. TELL Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio TELL Stock Details TELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-818,750	Closed	-$793K	–	164
2024 Q3	$793K	Sell	818,750 -1,109,000	-58%	-$958K	0.2%	79
2024 Q2	$1.34M	Buy	1,927,750 +398,250	+26%	+$220K	0.36%	56
2024 Q1	$1.01M	Hold	1,529,500	–	–	0.28%	60
2023 Q4	$1.16M	Buy	1,529,500 +523,000	+52%	+$371K	0.36%	50
2023 Q3	$1.17M	Hold	1,006,500	–	–	0.4%	49
2023 Q2	$1.42M	Buy	1,006,500 +504,500	+100%	+$678K	0.47%	45
2023 Q1	$617K	Buy	502,000 +2,000	+0.4%	+$3.18K	0.22%	67
2022 Q4	$840K	Buy	+500,000	New	+$1.25M	0.33%	54
2022 Q3	–	Sell	-400,000	Closed	-$1.19M	–	131
2022 Q2	$1.19M	Buy	+400,000	New	+$1.85M	0.48%	47

Other funds holding TELL

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's TELL Position: Q4 2024 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Tellurian Inc. (TELL) in Q4 2024, closing a stake of 818,750 shares — an estimated $793K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in TELL in Q2 2022 and held it in 9 quarters. The position peaked at $1.42M in Q2 2023. 1 fund tracked by Wall St. Rank holds TELL as of Q4 2024.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Tellurian Inc. position as of Q4 2024 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 818,750 Tellurian Inc. shares in Q4 2024, an estimated $793K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Tellurian Inc. in Q2 2022 and held it in 9 quarters.
Schwarz Dygos Wheeler Investment Advisors's Tellurian Inc. position peaked at $1.42M in Q2 2023.
1 fund tracked by Wall St. Rank held Tellurian Inc. as of Q4 2024.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.