VisionPoint Advisory Group’s Skywest SKYW Stock Holding History

VisionPoint Advisory 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
2023 Q4	–	Sell	-29	Closed	-$1.22K	–	868
2023 Q3	$1.22K	Buy	+29	New	+$1.22K	﹤0.01%	609

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USGIU

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VisionPoint Advisory Group's SKYW Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Skywest (SKYW) in Q4 2023, closing a stake of 29 shares — an estimated $1.22K sold.

VisionPoint Advisory Group first reported a position in SKYW in Q3 2023 and held it in 1 quarter. The position peaked at $1.22K in Q3 2023. 226 funds tracked by Wall St. Rank hold SKYW as of Q4 2023.

VisionPoint Advisory Group reported no remaining Skywest position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 29 Skywest shares in Q4 2023, an estimated $1.22K.
VisionPoint Advisory Group first reported a position in Skywest in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Skywest position peaked at $1.22K in Q3 2023.
226 funds tracked by Wall St. Rank held Skywest as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.