WR Wealth Planners’s Skywest SKYW Stock Holding History

WR Wealth Planners’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
2024 Q4	$1.4K	Sell	14 -6	-30%	-$613	﹤0.01%	895
2024 Q3	$1.7K	Buy	20 +6	+43%	+$471	﹤0.01%	927
2024 Q2	$1.15K	Buy	14 +4	+40%	+$299	﹤0.01%	943
2024 Q1	$691	Buy	+10	New	+$593	﹤0.01%	1007
2023 Q4	–	Sell	-10	Closed	-$419	–	746
2023 Q3	$419	Hold	10	–	–	﹤0.01%	863
2023 Q2	$407	Hold	10	–	–	﹤0.01%	856
2023 Q1	$222	Sell	10 -10	-50%	-$196	﹤0.01%	894
2022 Q4	$330	Hold	20	–	–	﹤0.01%	458
2022 Q3	$325	Hold	20	–	–	﹤0.01%	457
2022 Q2	$425	Hold	20	–	–	﹤0.01%	479
2022 Q1	$577	Buy	+20	New	+$653	﹤0.01%	474

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's SKYW Position: Q4 2024 in Review

WR Wealth Planners reduced its Skywest (SKYW) stake by 30% in Q4 2024, selling an estimated $613 and leaving 14 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

WR Wealth Planners first reported a position in SKYW in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.7K in Q3 2024. 349 funds tracked by Wall St. Rank hold SKYW as of Q4 2024.

WR Wealth Planners held 14 shares of Skywest worth $1.4K as of Q4 2024.
WR Wealth Planners sold 6 Skywest shares in Q4 2024, an estimated $613.
Skywest made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #895 holding.
WR Wealth Planners first reported a position in Skywest in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Skywest position peaked at $1.7K in Q3 2024.
349 funds tracked by Wall St. Rank held Skywest as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.