LWM
SAVE

Liberty Wealth Management’s Spirit Airlines, Inc. SAVE Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-20
Closed -$1K – 1156
2021
Q3 		$1K Hold
20
– – ﹤0.01% 1153
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1048
2021
Q1 		$0 Hold
20
– – ﹤0.01% 1055
2020
Q4 		$0 Hold
20
– – ﹤0.01% 1090
2020
Q3 		$0 Hold
20
– – ﹤0.01% 969
2020
Q2 		$0 Hold
20
– – ﹤0.01% 999
2020
Q1 		$0 Sell
20
-207
-91% -$6.65K ﹤0.01% 1007
2019
Q4 		$9K Hold
227
– – 0.01% 569
2019
Q3 		$8K Buy
+227
New +$9.54K 0.01% 566

Other funds holding SAVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Liberty Wealth Management's SAVE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Spirit Airlines, Inc. (SAVE) in Q4 2021, closing a stake of 20 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SAVE in Q3 2019 and held it in 9 quarters. The position peaked at $9K in Q4 2019. 249 funds tracked by Wall St. Rank hold SAVE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Spirit Airlines, Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 20 Spirit Airlines, Inc. shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Spirit Airlines, Inc. in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's Spirit Airlines, Inc. position peaked at $9K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.