180 Wealth Advisors’s Southwest Airlines LUV Stock Holding History

180 Wealth Advisors’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,197	Closed	-$820K	–	384
2023 Q1	$820K	Buy	25,197 +8,569	+52%	+$291K	0.19%	124
2022 Q4	$594K	Buy	16,628 +8,661	+109%	+$312K	0.14%	160
2022 Q3	$246K	Sell	7,967 -119	-1%	-$4.46K	0.07%	281
2022 Q2	$297K	Buy	+8,086	New	+$348K	0.08%	259

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

180 Wealth Advisors's LUV Position: Q2 2023 in Review

180 Wealth Advisors sold out of Southwest Airlines (LUV) in Q2 2023, closing a stake of 25,197 shares — an estimated $820K sold.

180 Wealth Advisors first reported a position in LUV in Q2 2022 and held it in 4 quarters. The position peaked at $820K in Q1 2023. 854 funds tracked by Wall St. Rank hold LUV as of Q2 2023.

180 Wealth Advisors reported no remaining Southwest Airlines position as of Q2 2023 after selling out during the quarter.
180 Wealth Advisors sold 25,197 Southwest Airlines shares in Q2 2023, an estimated $820K.
180 Wealth Advisors first reported a position in Southwest Airlines in Q2 2022 and held it in 4 quarters.
180 Wealth Advisors's Southwest Airlines position peaked at $820K in Q1 2023.
854 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2023.

Based on 180 Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.