Mount Yale Investment Advisors’s Alaska Air ALK Stock Holding History

Mount Yale Investment Advisors’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-27	Closed	-$1.34K	–	705
2025 Q2	$1.34K	Buy	+27	New	+$1.31K	﹤0.01%	1370
2018 Q4	–	Sell	-1,700	Closed	-$113K	–	329
2018 Q3	$113K	Hold	1,700	–	–	0.02%	399
2018 Q2	$103K	Hold	1,700	–	–	0.02%	448
2018 Q1	$105K	Buy	+1,700	New	+$113K	0.02%	434

Other funds holding ALK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mount Yale Investment Advisors's ALK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Alaska Air (ALK) in Q3 2025, closing a stake of 27 shares — an estimated $1.34K sold.

Mount Yale Investment Advisors first reported a position in ALK in Q1 2018 and held it in 4 quarters. The position peaked at $113K in Q3 2018. 477 funds tracked by Wall St. Rank hold ALK as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Alaska Air position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 27 Alaska Air shares in Q3 2025, an estimated $1.34K.
Mount Yale Investment Advisors first reported a position in Alaska Air in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Alaska Air position peaked at $113K in Q3 2018.
477 funds tracked by Wall St. Rank held Alaska Air as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.