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Blue Bell Private Wealth Management’s Skywest SKYW Stock Holding History

Blue Bell Private 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
2025
Q2 		– Sell
-30
Closed -$2.62K – 758
2025
Q1 		$2.62K Buy
+30
New +$3.07K ﹤0.01% 615

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Bell Private Wealth Management's SKYW Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Skywest (SKYW) in Q2 2025, closing a stake of 30 shares — an estimated $2.62K sold.

Blue Bell Private Wealth Management first reported a position in SKYW in Q1 2025 and held it in 1 quarter. The position peaked at $2.62K in Q1 2025. 375 funds tracked by Wall St. Rank hold SKYW as of Q2 2025.

  • Blue Bell Private Wealth Management reported no remaining Skywest position as of Q2 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 30 Skywest shares in Q2 2025, an estimated $2.62K.
  • Blue Bell Private Wealth Management first reported a position in Skywest in Q1 2025 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Skywest position peaked at $2.62K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Skywest as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.