AWA
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Acorn Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Acorn 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
2018
Q3 		– Sell
-545
Closed -$28K – 302
2018
Q2 		$28K Hold
545
– – 0.02% 346
2018
Q1 		$29K Hold
545
– – 0.03% 342
2017
Q4 		$35K Buy
+545
New +$32.1K 0.03% 303

Other funds holding LUV

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Wealth Advisors's LUV Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Southwest Airlines (LUV) in Q3 2018, closing a stake of 545 shares — an estimated $28K sold.

Acorn Wealth Advisors first reported a position in LUV in Q4 2017 and held it in 3 quarters. The position peaked at $35K in Q4 2017. 881 funds tracked by Wall St. Rank hold LUV as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Southwest Airlines position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 545 Southwest Airlines shares in Q3 2018, an estimated $28K.
  • Acorn Wealth Advisors first reported a position in Southwest Airlines in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Southwest Airlines position peaked at $35K in Q4 2017.
  • 881 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.