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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

9258 Wealth Management's SKYW Position: Q1 2020 in Review

9258 Wealth Management sold out of Skywest (SKYW) in Q1 2020, closing a stake of 3,257 shares — an estimated $210K sold.

9258 Wealth Management first reported a position in SKYW in Q4 2018 and held it in 3 quarters. The position peaked at $213K in Q4 2018. 197 funds tracked by Wall St. Rank hold SKYW as of Q1 2020.

9258 Wealth Management reported no remaining Skywest position as of Q1 2020 after selling out during the quarter.
9258 Wealth Management sold 3,257 Skywest shares in Q1 2020, an estimated $210K.
9258 Wealth Management first reported a position in Skywest in Q4 2018 and held it in 3 quarters.
9258 Wealth Management's Skywest position peaked at $213K in Q4 2018.
197 funds tracked by Wall St. Rank held Skywest as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.