SDWIA
SAVE

Schwarz Dygos Wheeler Investment Advisors’s Spirit Airlines, Inc. SAVE Stock Holding History

Schwarz Dygos Wheeler Investment 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
2021
Q4 		– Sell
-54,520
Closed -$1.41M – 141
2021
Q3 		$1.41M Buy
+54,520
New +$1.43M 0.52% 48

Other funds holding SAVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.04B AUM 73.31% 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 $3.37T AUM 44.26% 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

Schwarz Dygos Wheeler Investment Advisors's SAVE Position: Q4 2021 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Spirit Airlines, Inc. (SAVE) in Q4 2021, closing a stake of 54,520 shares — an estimated $1.41M sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SAVE in Q3 2021 and held it in 1 quarter. The position peaked at $1.41M in Q3 2021. 249 funds tracked by Wall St. Rank hold SAVE as of Q4 2021.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Spirit Airlines, Inc. position as of Q4 2021 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 54,520 Spirit Airlines, Inc. shares in Q4 2021, an estimated $1.41M.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Spirit Airlines, Inc. in Q3 2021 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's Spirit Airlines, Inc. position peaked at $1.41M in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q4 2021.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.