Spire Wealth Management
SKYW icon

Spire Wealth Management’s Skywest SKYW Stock Holding History

Spire Wealth Management’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
2024
Q2 		– Sell
-100
Closed -$6.91K – 2375
2024
Q1 		$6.91K Buy
+100
New +$5.93K ﹤0.01% 1838

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

Spire Wealth Management's SKYW Position: Q2 2024 in Review

Spire Wealth Management sold out of Skywest (SKYW) in Q2 2024, closing a stake of 100 shares — an estimated $6.91K sold.

Spire Wealth Management first reported a position in SKYW in Q1 2024 and held it in 1 quarter. The position peaked at $6.91K in Q1 2024. 287 funds tracked by Wall St. Rank hold SKYW as of Q2 2024.

  • Spire Wealth Management reported no remaining Skywest position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 100 Skywest shares in Q2 2024, an estimated $6.91K.
  • Spire Wealth Management first reported a position in Skywest in Q1 2024 and held it in 1 quarter.
  • Spire Wealth Management's Skywest position peaked at $6.91K in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Skywest as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.