Atria Wealth Solutions, Inc. SKYW SKYWEST INC

Ownership history in Atria Wealth Solutions, Inc.  ·  2 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported SKYWEST INC (SKYW) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q1. The latest visible filing shows SKYW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SKYW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'s position in SKYWEST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

SKYW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Wealth Solutions, Inc. held SKYW — position size vs. price
% of Fund (quarterly)    SKYW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 2,558 +19 +0.7% 0.00% $223K 2025-05-09 $99.54
2024 Q4 INITIATED 2,539 0.00% $254K 2025-01-31 $120.92

FAQ About Atria Wealth Solutions, Inc. and SKYW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Wealth Solutions, Inc. reported owning SKYW?

Atria Wealth Solutions, Inc. reported SKYW across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q1.

What was the largest reported SKYW position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for SKYW was 0.00% in 2024 Q4.

What is the latest reported SKYW position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 2,558 shares, equal to 0.00% of portfolio, with an estimated market value of $223K.

What does the chart on this SKYW ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly SKYW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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