AWA
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AmeriServ Wealth Advisors’s Southwest Airlines LUV Stock Holding History

AmeriServ Wealth Advisors’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
Q3 		– Sell
-4,346
Closed -$221K – 68
2019
Q2 		$221K Hold
4,346
– – 0.29% 61
2019
Q1 		$226K Buy
+4,346
New +$229K 0.47% 56

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Vanguard Group
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BlackRock
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Boston Partners
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T. Rowe Price Associates
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
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AmeriServ Wealth Advisors's LUV Position: Q3 2019 in Review

AmeriServ Wealth Advisors sold out of Southwest Airlines (LUV) in Q3 2019, closing a stake of 4,346 shares — an estimated $221K sold.

AmeriServ Wealth Advisors first reported a position in LUV in Q1 2019 and held it in 2 quarters. The position peaked at $226K in Q1 2019. 849 funds tracked by Wall St. Rank hold LUV as of Q3 2019.

  • AmeriServ Wealth Advisors reported no remaining Southwest Airlines position as of Q3 2019 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 4,346 Southwest Airlines shares in Q3 2019, an estimated $221K.
  • AmeriServ Wealth Advisors first reported a position in Southwest Airlines in Q1 2019 and held it in 2 quarters.
  • AmeriServ Wealth Advisors's Southwest Airlines position peaked at $226K in Q1 2019.
  • 849 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.