AE Wealth Management’s Skywest SKYW Stock Holding History

AE 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
2023 Q3	–	Sell	-5,324	Closed	-$217K	–	2060
2023 Q2	$217K	Buy	+5,324	New	+$158K	﹤0.01%	1714

Other funds holding SKYW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AE Wealth Management's SKYW Position: Q3 2023 in Review

AE Wealth Management sold out of Skywest (SKYW) in Q3 2023, closing a stake of 5,324 shares — an estimated $217K sold.

AE Wealth Management first reported a position in SKYW in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 202 funds tracked by Wall St. Rank hold SKYW as of Q3 2023.

AE Wealth Management reported no remaining Skywest position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 5,324 Skywest shares in Q3 2023, an estimated $217K.
AE Wealth Management first reported a position in Skywest in Q2 2023 and held it in 1 quarter.
AE Wealth Management's Skywest position peaked at $217K in Q2 2023.
202 funds tracked by Wall St. Rank held Skywest as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.