WWP
SAVE

WR Wealth Planners’s Spirit Airlines, Inc. SAVE Stock Holding History

WR Wealth Planners’s Portfolio SAVE Stock Details SAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$366 – 1217
2024
Q2 		$366 Buy
+100
New +$387 ﹤0.01% 1052
2022
Q3 		– Sell
-648
Closed -$15.4K – 566
2022
Q2 		$15.4K Hold
648
– – 0.01% 248
2022
Q1 		$14.2K Buy
+648
New +$14.8K 0.01% 266

Other funds holding SAVE

USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's SAVE Position: Q3 2024 in Review

WR Wealth Planners sold out of Spirit Airlines, Inc. (SAVE) in Q3 2024, closing a stake of 100 shares — an estimated $366 sold.

WR Wealth Planners first reported a position in SAVE in Q1 2022 and held it in 3 quarters. The position peaked at $15.4K in Q2 2022. 189 funds tracked by Wall St. Rank hold SAVE as of Q3 2024.

  • WR Wealth Planners reported no remaining Spirit Airlines, Inc. position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 100 Spirit Airlines, Inc. shares in Q3 2024, an estimated $366.
  • WR Wealth Planners first reported a position in Spirit Airlines, Inc. in Q1 2022 and held it in 3 quarters.
  • WR Wealth Planners's Spirit Airlines, Inc. position peaked at $15.4K in Q2 2022.
  • 189 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.