AWM
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Avior Wealth Management’s Skywest SKYW Stock Holding History

Avior 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
2024
Q2 		– Sell
-23
Closed -$1.59K – 3500
2024
Q1 		$1.59K Buy
+23
New +$1.36K ﹤0.01% 2314

Other funds holding SKYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

Avior Wealth Management's SKYW Position: Q2 2024 in Review

Avior Wealth Management sold out of Skywest (SKYW) in Q2 2024, closing a stake of 23 shares — an estimated $1.59K sold.

Avior Wealth Management first reported a position in SKYW in Q1 2024 and held it in 1 quarter. The position peaked at $1.59K in Q1 2024. 287 funds tracked by Wall St. Rank hold SKYW as of Q2 2024.

  • Avior Wealth Management reported no remaining Skywest position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 23 Skywest shares in Q2 2024, an estimated $1.59K.
  • Avior Wealth Management first reported a position in Skywest in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Skywest position peaked at $1.59K in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Skywest as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.