LFA
SAVE

Legacy Financial Advisors’s Spirit Airlines, Inc. SAVE Stock Holding History

Legacy Financial Advisors’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
-69,500
Closed -$167K – 375
2024
Q3 		$167K Buy
69,500
+35,500
+104% +$97.7K 0.03% 348
2024
Q2 		$124K Hold
34,000
– – 0.02% 326
2024
Q1 		$165K Buy
+34,000
New +$251K 0.03% 313

Other funds holding SAVE

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
State Board of Administration of Florida Retirement System
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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Legacy Financial Advisors's SAVE Position: Q4 2024 in Review

Legacy Financial Advisors sold out of Spirit Airlines, Inc. (SAVE) in Q4 2024, closing a stake of 69,500 shares — an estimated $167K sold.

Legacy Financial Advisors first reported a position in SAVE in Q1 2024 and held it in 3 quarters. The position peaked at $167K in Q3 2024. 26 funds tracked by Wall St. Rank hold SAVE as of Q4 2024.

  • Legacy Financial Advisors reported no remaining Spirit Airlines, Inc. position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 69,500 Spirit Airlines, Inc. shares in Q4 2024, an estimated $167K.
  • Legacy Financial Advisors first reported a position in Spirit Airlines, Inc. in Q1 2024 and held it in 3 quarters.
  • Legacy Financial Advisors's Spirit Airlines, Inc. position peaked at $167K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.