Center for Financial Planning’s Spirit Airlines, Inc. SAVE Stock Holding History

Center for Financial Planning’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
2024 Q4	–	Sell	-27	Closed	-$65	–	699
2024 Q3	$65	Hold	27	–	–	﹤0.01%	567
2024 Q2	$99	Hold	27	–	–	﹤0.01%	570
2024 Q1	$131	Hold	27	–	–	﹤0.01%	597
2023 Q4	$443	Hold	27	–	–	﹤0.01%	506
2023 Q3	$446	Hold	27	–	–	﹤0.01%	499
2023 Q2	$464	Hold	27	–	–	﹤0.01%	541
2023 Q1	$464	Hold	27	–	–	﹤0.01%	501
2022 Q4	$526	Hold	27	–	–	﹤0.01%	507
2022 Q3	$1K	Buy	+27	New	+$634	﹤0.01%	628
2021 Q4	–	Sell	-350	Closed	-$9K	–	572
2021 Q3	$9K	Hold	350	–	–	﹤0.01%	377
2021 Q2	$11K	Hold	350	–	–	﹤0.01%	358
2021 Q1	$13K	Hold	350	–	–	﹤0.01%	360
2020 Q4	$9K	Buy	+350	New	+$7.25K	﹤0.01%	352

Other funds holding SAVE

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

State Board of Administration of Florida Retirement System Tallahassee, Florida $53.4B AUM 29.16% 1-Year Est. Return

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Center for Financial Planning's SAVE Position: Q4 2024 in Review

Center for Financial Planning sold out of Spirit Airlines, Inc. (SAVE) in Q4 2024, closing a stake of 27 shares — an estimated $65 sold.

Center for Financial Planning first reported a position in SAVE in Q4 2020 and held it in 13 quarters. The position peaked at $13K in Q1 2021. 26 funds tracked by Wall St. Rank hold SAVE as of Q4 2024.

Center for Financial Planning reported no remaining Spirit Airlines, Inc. position as of Q4 2024 after selling out during the quarter.
Center for Financial Planning sold 27 Spirit Airlines, Inc. shares in Q4 2024, an estimated $65.
Center for Financial Planning first reported a position in Spirit Airlines, Inc. in Q4 2020 and held it in 13 quarters.
Center for Financial Planning's Spirit Airlines, Inc. position peaked at $13K in Q1 2021.
26 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.