BCWM
SAVE

Bartlett & Co Wealth Management’s Spirit Airlines, Inc. SAVE Stock Holding History

Bartlett & Co 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
2021
Q3 		– Sell
-14
Closed -$426 – 1090
2021
Q2 		$426 Hold
14
– – ﹤0.01% 1041
2021
Q1 		$517 Hold
14
– – ﹤0.01% 1049
2020
Q4 		$342 Buy
+14
New +$290 ﹤0.01% 1179

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bartlett & Co Wealth Management's SAVE Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Spirit Airlines, Inc. (SAVE) in Q3 2021, closing a stake of 14 shares — an estimated $426 sold.

Bartlett & Co Wealth Management first reported a position in SAVE in Q4 2020 and held it in 3 quarters. The position peaked at $517 in Q1 2021. 247 funds tracked by Wall St. Rank hold SAVE as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Spirit Airlines, Inc. position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 Spirit Airlines, Inc. shares in Q3 2021, an estimated $426.
  • Bartlett & Co Wealth Management first reported a position in Spirit Airlines, Inc. in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Spirit Airlines, Inc. position peaked at $517 in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.