WWM
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Whalen Wealth Management’s SkyWater Technology SKYT Stock Holding History

Whalen Wealth Management’s Portfolio SKYT Stock Details SKYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-33,689
Closed -$258K – 139
2024
Q2 		$258K Buy
33,689
+9,816
+41% +$85.2K 0.2% 86
2024
Q1 		$243K Buy
+23,873
New +$235K 0.18% 86

Other funds holding SKYT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LAM
Lountzis Asset Management Wyomissing, Pennsylvania $273M AUM 19.71% 1-Year Est. Return

Whalen Wealth Management's SKYT Position: Q3 2024 in Review

Whalen Wealth Management sold out of SkyWater Technology (SKYT) in Q3 2024, closing a stake of 33,689 shares — an estimated $258K sold.

Whalen Wealth Management first reported a position in SKYT in Q1 2024 and held it in 2 quarters. The position peaked at $258K in Q2 2024. 125 funds tracked by Wall St. Rank hold SKYT as of Q3 2024.

  • Whalen Wealth Management reported no remaining SkyWater Technology position as of Q3 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 33,689 SkyWater Technology shares in Q3 2024, an estimated $258K.
  • Whalen Wealth Management first reported a position in SkyWater Technology in Q1 2024 and held it in 2 quarters.
  • Whalen Wealth Management's SkyWater Technology position peaked at $258K in Q2 2024.
  • 125 funds tracked by Wall St. Rank held SkyWater Technology as of Q3 2024.

Based on Whalen Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.