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

Alterna 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
2024
Q4 		– Sell
-7,500
Closed -$222K – 110
2024
Q3 		$222K Buy
+7,500
New +$208K 0.2% 86
2019
Q1 		– Sell
-4,298
Closed -$267K – 240
2018
Q4 		$267K Buy
+4,298
New +$228K 0.04% 274

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Alterna Wealth Management's LUV Position: Q4 2024 in Review

Alterna Wealth Management sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 7,500 shares — an estimated $222K sold.

Alterna Wealth Management first reported a position in LUV in Q4 2018 and held it in 2 quarters. The position peaked at $267K in Q4 2018. 833 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • Alterna Wealth Management reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
  • Alterna Wealth Management sold 7,500 Southwest Airlines shares in Q4 2024, an estimated $222K.
  • Alterna Wealth Management first reported a position in Southwest Airlines in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's Southwest Airlines position peaked at $267K in Q4 2018.
  • 833 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Alterna Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.