CAPTRUST Financial Advisors
SKYW icon

CAPTRUST Financial Advisors’s Skywest SKYW Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q1 		– Sell
-2,156
Closed -$217K – 3114
2025
Q4 		$217K Buy
2,156
+7
+0.3% +$701 ﹤0.01% 2472
2025
Q3 		$216K Buy
2,149
+83
+4% +$9.27K ﹤0.01% 2376
2025
Q2 		$213K Buy
+2,066
New +$196K ﹤0.01% 2264
2024
Q1 		– Sell
-17,674
Closed -$923K – 2589
2023
Q4 		$923K Sell
17,674
-835
-5% -$37.5K ﹤0.01% 1321
2023
Q3 		$776K Buy
18,509
+546
+3% +$22.9K ﹤0.01% 1359
2023
Q2 		$731K Buy
17,963
+1,081
+6% +$32.1K ﹤0.01% 1405
2023
Q1 		$374K Sell
16,882
-170
-1% -$3.33K ﹤0.01% 1578
2022
Q4 		$282K Buy
17,052
+803
+5% +$14.1K ﹤0.01% 1712
2022
Q3 		$264K Buy
16,249
+9,943
+158% +$211K ﹤0.01% 1631
2022
Q2 		$134K Buy
6,306
+170
+3% +$4.46K ﹤0.01% 1998
2022
Q1 		$177K Buy
6,136
+1,858
+43% +$60.7K ﹤0.01% 1815
2021
Q4 		$168K Sell
4,278
-45
-1% -$2.01K ﹤0.01% 1766
2021
Q3 		$213K Sell
4,323
-60
-1% -$2.61K ﹤0.01% 1512
2021
Q2 		$189K Sell
4,383
-68
-2% -$3.35K ﹤0.01% 1565
2021
Q1 		$242K Sell
4,451
-5,916
-57% -$292K ﹤0.01% 1342
2020
Q4 		$418K Buy
10,367
+10,317
+20,634% +$377K 0.01% 901
2020
Q3 		$2K Buy
+50
New +$1.56K ﹤0.01% 2806
2019
Q4 		– Sell
-133
Closed -$8K – 1665
2019
Q3 		$8K Buy
+133
New +$7.81K ﹤0.01% 1574

Other funds holding SKYW

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VPM
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American Century Companies
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VCM
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Fidelity Investments
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return