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Ahrens Investment Partners’s Southwest Airlines LUV Stock Holding History

Ahrens Investment Partners’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 		$5.49K Buy
+169
New +$5.75K ﹤0.01% 745
2022
Q3 		– Sell
-366
Closed -$13K – 593
2022
Q2 		$13K Hold
366
– – 0.01% 588
2022
Q1 		$17K Buy
366
+69
+23% +$3.03K 0.01% 611
2021
Q4 		$13K Buy
+297
New +$13.9K 0.01% 681

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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

Ahrens Investment Partners's LUV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Southwest Airlines (LUV) in Q1 2023: 169 shares worth $5.49K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in LUV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in LUV in Q4 2021 and has held it in 4 quarters since. The position peaked at $17K in Q1 2022. 851 funds tracked by Wall St. Rank hold LUV as of Q1 2023.

  • Ahrens Investment Partners held 169 shares of Southwest Airlines worth $5.49K as of Q1 2023.
  • Southwest Airlines was a new Ahrens Investment Partners position in Q1 2023.
  • Southwest Airlines made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #745 holding.
  • Ahrens Investment Partners first reported a position in Southwest Airlines in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Southwest Airlines position peaked at $17K in Q1 2022.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.