AWM
LUV icon

Altium Wealth Management’s Southwest Airlines LUV Stock Holding History

Altium 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
2021
Q2 		– Sell
-5,466
Closed -$334K – 382
2021
Q1 		$334K Buy
+5,466
New +$291K 0.03% 294

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Altium Wealth Management's LUV Position: Q2 2021 in Review

Altium Wealth Management sold out of Southwest Airlines (LUV) in Q2 2021, closing a stake of 5,466 shares — an estimated $334K sold.

Altium Wealth Management first reported a position in LUV in Q1 2021 and held it in 1 quarter. The position peaked at $334K in Q1 2021. 1,030 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

  • Altium Wealth Management reported no remaining Southwest Airlines position as of Q2 2021 after selling out during the quarter.
  • Altium Wealth Management sold 5,466 Southwest Airlines shares in Q2 2021, an estimated $334K.
  • Altium Wealth Management first reported a position in Southwest Airlines in Q1 2021 and held it in 1 quarter.
  • Altium Wealth Management's Southwest Airlines position peaked at $334K in Q1 2021.
  • 1,030 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on Altium Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.