AWM
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Accurate Wealth Management’s Southwest Airlines LUV Stock Holding History

Accurate Wealth Management’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
Q1 		– Sell
-310
Closed -$11.2K – 918
2022
Q4 		$11.2K Buy
+310
New +$11.2K ﹤0.01% 827

Other funds holding LUV

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Accurate Wealth Management's LUV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Southwest Airlines (LUV) in Q1 2023, closing a stake of 310 shares — an estimated $11.2K sold.

Accurate Wealth Management first reported a position in LUV in Q4 2022 and held it in 1 quarter. The position peaked at $11.2K in Q4 2022. 851 funds tracked by Wall St. Rank hold LUV as of Q1 2023.

  • Accurate Wealth Management reported no remaining Southwest Airlines position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 310 Southwest Airlines shares in Q1 2023, an estimated $11.2K.
  • Accurate Wealth Management first reported a position in Southwest Airlines in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Southwest Airlines position peaked at $11.2K in Q4 2022.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.