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Swaine & Leidel Wealth Services’s First American FAF Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$3.15M Buy
+3,153
New +$224K 2.43% 25
2021
Q1 		$3.15M Sell
55,658
-1,121
-2% -$61.2K 2.03% 31
2020
Q4 		$2.93M Buy
56,779
+703
+1% +$35.3K 2.13% 28
2020
Q3 		$2.85M Buy
56,076
+1,485
+3% +$76.9K 2.78% 18
2020
Q2 		$2.62M Buy
54,591
+2,610
+5% +$123K 2.67% 21
2020
Q1 		$2.21M Buy
+51,981
New +$2.97M 2.29% 27

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Swaine & Leidel Wealth Services's FAF Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in First American (FAF) in Q1 2022: 3,153 shares worth $3.15M. The stake represents 2.43% of the portfolio and ranks #25 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in FAF as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in FAF in Q1 2020 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold FAF as of Q1 2022.

  • Swaine & Leidel Wealth Services held 3,153 shares of First American worth $3.15M as of Q1 2022.
  • First American was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • First American made up 2.43% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #25 holding.
  • Swaine & Leidel Wealth Services first reported a position in First American in Q1 2020 and has held it in 6 quarters since.
  • 426 funds tracked by Wall St. Rank held First American as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.