WealthPLAN Partners’s Skywest SKYW Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-600	Closed	-$24.4K	–	1024
2023 Q2	$24.4K	Hold	600	–	–	﹤0.01%	639
2023 Q1	$13.3K	Buy	+600	New	+$11.7K	﹤0.01%	796

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

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

USGIU

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthPLAN Partners's SKYW Position: Q3 2023 in Review

WealthPLAN Partners sold out of Skywest (SKYW) in Q3 2023, closing a stake of 600 shares — an estimated $24.4K sold.

WealthPLAN Partners first reported a position in SKYW in Q1 2023 and held it in 2 quarters. The position peaked at $24.4K in Q2 2023. 202 funds tracked by Wall St. Rank hold SKYW as of Q3 2023.

WealthPLAN Partners reported no remaining Skywest position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 600 Skywest shares in Q3 2023, an estimated $24.4K.
WealthPLAN Partners first reported a position in Skywest in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Skywest position peaked at $24.4K in Q2 2023.
202 funds tracked by Wall St. Rank held Skywest as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.