TCI Wealth Advisors’s Skywest SKYW Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-128	Closed	-$2.84K	–	1920
2023 Q1	$2.84K	Hold	128	–	–	﹤0.01%	1876
2022 Q4	$2.11K	Sell	128 -3	-2%	-$53	﹤0.01%	1961
2022 Q3	$2K	Sell	131 -8	-6%	-$170	﹤0.01%	1988
2022 Q2	$3K	Hold	139	–	–	﹤0.01%	1891
2022 Q1	$4K	Sell	139 -100	-42%	-$3.27K	﹤0.01%	1782
2021 Q4	$9K	Sell	239 -32	-12%	-$1.43K	﹤0.01%	1279
2021 Q3	$13K	Buy	271 +2	+0.7%	+$87	﹤0.01%	933
2021 Q2	$12K	Buy	269 +55	+26%	+$2.71K	﹤0.01%	872
2021 Q1	$12K	Buy	214 +75	+54%	+$3.69K	0.01%	770
2020 Q4	$6K	Hold	139	–	–	﹤0.01%	828
2020 Q3	$4K	Hold	139	–	–	﹤0.01%	888
2020 Q2	$5K	Hold	139	–	–	﹤0.01%	757
2020 Q1	$4K	Hold	139	–	–	﹤0.01%	791
2019 Q4	$9K	Hold	139	–	–	﹤0.01%	730
2019 Q3	$8K	Hold	139	–	–	﹤0.01%	702
2019 Q2	$8K	Hold	139	–	–	﹤0.01%	678
2019 Q1	$8K	Hold	139	–	–	﹤0.01%	683
2018 Q4	$6K	Hold	139	–	–	﹤0.01%	741
2018 Q3	$8K	Hold	139	–	–	﹤0.01%	697
2018 Q2	$7K	Hold	139	–	–	﹤0.01%	709
2018 Q1	$8K	Hold	139	–	–	﹤0.01%	663
2017 Q4	$7K	Hold	139	–	–	﹤0.01%	715
2017 Q3	$6K	Hold	139	–	–	﹤0.01%	706
2017 Q2	$5K	Hold	139	–	–	﹤0.01%	764
2017 Q1	$5K	Hold	139	–	–	﹤0.01%	725
2016 Q4	$5K	Hold	139	–	–	﹤0.01%	786
2016 Q3	$4K	Hold	139	–	–	﹤0.01%	803
2016 Q2	$4K	Buy	139 +11	+9%	+$251	﹤0.01%	791
2016 Q1	$3K	Buy	+128	New	+$2.16K	﹤0.01%	861

Other funds holding SKYW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TCI Wealth Advisors's SKYW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Skywest (SKYW) in Q2 2023, closing a stake of 128 shares — an estimated $2.84K sold.

TCI Wealth Advisors first reported a position in SKYW in Q1 2016 and held it in 29 quarters. The position peaked at $13K in Q3 2021. 197 funds tracked by Wall St. Rank hold SKYW as of Q2 2023.

TCI Wealth Advisors reported no remaining Skywest position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 128 Skywest shares in Q2 2023, an estimated $2.84K.
TCI Wealth Advisors first reported a position in Skywest in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Skywest position peaked at $13K in Q3 2021.
197 funds tracked by Wall St. Rank held Skywest as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.