Next Financial Group’s Skywest SKYW Stock Holding History

Next Financial Group’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
2021 Q4	$18K	Hold	450	–	–	﹤0.01%	1939
2021 Q3	$22K	Hold	450	–	–	﹤0.01%	1767
2021 Q2	$19K	Hold	450	–	–	﹤0.01%	1774
2021 Q1	$25K	Hold	450	–	–	﹤0.01%	1563
2020 Q4	$18K	Hold	450	–	–	﹤0.01%	1586
2020 Q3	$13K	Buy	+450	New	+$14K	﹤0.01%	1555
2020 Q2	–	Sell	-450	Closed	-$12K	–	1683
2020 Q1	$12K	Buy	450 +200	+80%	+$9.76K	﹤0.01%	1478
2019 Q4	$16K	Hold	250	–	–	﹤0.01%	1611
2019 Q3	$14K	Sell	250 -250	-50%	-$14.7K	﹤0.01%	1586
2019 Q2	$30K	Hold	500	–	–	﹤0.01%	1332
2019 Q1	$27K	Hold	500	–	–	0.01%	890
2018 Q4	$22K	Hold	500	–	–	﹤0.01%	1062
2018 Q3	$29K	Buy	+500	New	+$29.6K	0.01%	676
2017 Q4	–	Sell	-1,000	Closed	-$47K	–	1227
2017 Q3	$47K	Hold	1,000	–	–	0.01%	713
2017 Q2	$35K	Hold	1,000	–	–	0.01%	882
2017 Q1	$37K	Hold	1,000	–	–	0.01%	818
2016 Q4	$36K	Hold	1,000	–	–	0.01%	1093
2016 Q3	$26K	Hold	1,000	–	–	﹤0.01%	1239
2016 Q2	$26K	Hold	1,000	–	–	0.01%	873
2016 Q1	$19K	Hold	1,000	–	–	0.01%	965
2015 Q4	$19K	Hold	1,000	–	–	0.01%	947
2015 Q3	$16K	Hold	1,000	–	–	0.01%	1040
2015 Q2	$15K	Hold	1,000	–	–	0.01%	1124
2015 Q1	$14K	Sell	1,000 -1,600	-62%	-$22.2K	﹤0.01%	1134
2014 Q4	$35K	Sell	2,600 -3,300	-56%	-$35.5K	0.01%	785
2014 Q3	$46K	Buy	+5,900	New	+$59.8K	0.01%	987

Other funds holding SKYW

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's SKYW Position: Q4 2021 in Review

Next Financial Group held its Skywest (SKYW) position steady in Q4 2021 at 450 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Next Financial Group first reported a position in SKYW in Q3 2014 and has held it in 26 quarters since. The position peaked at $47K in Q3 2017. 224 funds tracked by Wall St. Rank hold SKYW as of Q4 2021.

Next Financial Group held 450 shares of Skywest worth $18K as of Q4 2021.
Next Financial Group left its Skywest share count unchanged in Q4 2021.
Skywest made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1939 holding.
Next Financial Group first reported a position in Skywest in Q3 2014 and has held it in 26 quarters since.
Next Financial Group's Skywest position peaked at $47K in Q3 2017.
224 funds tracked by Wall St. Rank held Skywest as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.