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

Align 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
2022
Q4 		$13.9K Buy
+450
New +$16.2K 0.01% 122

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Align Wealth Management's LUV Position: Q4 2022 in Review

Align Wealth Management opened a new position in Southwest Airlines (LUV) in Q4 2022: 450 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #122 among its holdings.

920 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

  • Align Wealth Management held 450 shares of Southwest Airlines worth $13.9K as of Q4 2022.
  • Southwest Airlines was a new Align Wealth Management position in Q4 2022.
  • Southwest Airlines made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #122 holding.
  • 920 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.