AWM
LUV icon

Aevitas Wealth Management’s Southwest Airlines LUV Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-200
Closed -$10K – 230
2019
Q1 		$10K Hold
200
– – 0.01% 301
2018
Q4 		$9K Hold
200
– – 0.01% 305
2018
Q3 		$12K Hold
200
– – 0.01% 326
2018
Q2 		$10K Buy
+200
New +$10.5K 0.01% 326

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Aevitas Wealth Management's LUV Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Southwest Airlines (LUV) in Q2 2019, closing a stake of 200 shares — an estimated $10K sold.

Aevitas Wealth Management first reported a position in LUV in Q2 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 875 funds tracked by Wall St. Rank hold LUV as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Southwest Airlines position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 200 Southwest Airlines shares in Q2 2019, an estimated $10K.
  • Aevitas Wealth Management first reported a position in Southwest Airlines in Q2 2018 and held it in 4 quarters.
  • Aevitas Wealth Management's Southwest Airlines position peaked at $12K in Q3 2018.
  • 875 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.