9258 Wealth Management’s Skywest SKYW Stock Holding History

9258 Wealth Management’s Portfolio SKYW Stock Details SKYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,257	Closed	-$210K	–	311
2019 Q4	$210K	Buy	+3,257	New	+$198K	0.08%	277
2019 Q3	–	Sell	-3,357	Closed	-$204K	–	190
2019 Q2	$204K	Buy	+3,357	New	+$199K	0.16%	161
2019 Q1	–	Sell	-4,800	Closed	-$213K	–	184
2018 Q4	$213K	Buy	+4,800	New	+$248K	0.21%	144

Other funds holding SKYW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return