AWM
SAVE

Avitas Wealth Management’s Spirit Airlines, Inc. SAVE Stock Holding History

Avitas Wealth Management’s Portfolio SAVE Stock Details SAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-23,982
Closed -$386K – 225
2020
Q3 		$386K Buy
23,982
+10,303
+75% +$177K 0.11% 165
2020
Q2 		$243K Buy
+13,679
New +$195K 0.08% 162

Other funds holding SAVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's SAVE Position: Q4 2020 in Review

Avitas Wealth Management sold out of Spirit Airlines, Inc. (SAVE) in Q4 2020, closing a stake of 23,982 shares — an estimated $386K sold.

Avitas Wealth Management first reported a position in SAVE in Q2 2020 and held it in 2 quarters. The position peaked at $386K in Q3 2020. 233 funds tracked by Wall St. Rank hold SAVE as of Q4 2020.

  • Avitas Wealth Management reported no remaining Spirit Airlines, Inc. position as of Q4 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 23,982 Spirit Airlines, Inc. shares in Q4 2020, an estimated $386K.
  • Avitas Wealth Management first reported a position in Spirit Airlines, Inc. in Q2 2020 and held it in 2 quarters.
  • Avitas Wealth Management's Spirit Airlines, Inc. position peaked at $386K in Q3 2020.
  • 233 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q4 2020.

Based on Avitas Wealth Management's 13F filing for Q4 2020, filed 26 Feb 2021.