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Legacy Financial Advisors’s Skywest SKYW Stock Holding History

Legacy 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
2022
Q4 		– Sell
-10,000
Closed -$163K – 253
2022
Q3 		$163K Hold
10,000
– – 0.04% 212
2022
Q2 		$213K Buy
+10,000
New +$263K 0.05% 202

Other funds holding SKYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's SKYW Position: Q4 2022 in Review

Legacy Financial Advisors sold out of Skywest (SKYW) in Q4 2022, closing a stake of 10,000 shares — an estimated $163K sold.

Legacy Financial Advisors first reported a position in SKYW in Q2 2022 and held it in 2 quarters. The position peaked at $213K in Q2 2022. 183 funds tracked by Wall St. Rank hold SKYW as of Q4 2022.

  • Legacy Financial Advisors reported no remaining Skywest position as of Q4 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,000 Skywest shares in Q4 2022, an estimated $163K.
  • Legacy Financial Advisors first reported a position in Skywest in Q2 2022 and held it in 2 quarters.
  • Legacy Financial Advisors's Skywest position peaked at $213K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held Skywest as of Q4 2022.

Based on Legacy Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.