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Belpointe Asset Management’s Skywest SKYW Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-450
Closed -$9.98K – 2917
2023
Q1 		$9.98K Buy
450
+380
+543% +$7.43K ﹤0.01% 2720
2022
Q4 		$1.16K Buy
+70
New +$1.23K ﹤0.01% 3409

Other funds holding SKYW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Belpointe Asset Management's SKYW Position: Q2 2023 in Review

Belpointe Asset Management sold out of Skywest (SKYW) in Q2 2023, closing a stake of 450 shares — an estimated $9.98K sold.

Belpointe Asset Management first reported a position in SKYW in Q4 2022 and held it in 2 quarters. The position peaked at $9.98K in Q1 2023. 197 funds tracked by Wall St. Rank hold SKYW as of Q2 2023.

  • Belpointe Asset Management reported no remaining Skywest position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 450 Skywest shares in Q2 2023, an estimated $9.98K.
  • Belpointe Asset Management first reported a position in Skywest in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Skywest position peaked at $9.98K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Skywest as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.