AWA
LUV icon

ARS Wealth Advisors’s Southwest Airlines LUV Stock Holding History

ARS 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
2021
Q2 		$606K Buy
11,420
+2,718
+31% +$163K 0.11% 76
2021
Q1 		$531K Buy
+8,702
New +$463K 0.12% 68

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ARS Wealth Advisors's LUV Position: Q2 2021 in Review

ARS Wealth Advisors increased its Southwest Airlines (LUV) stake by 31% in Q2 2021, buying an estimated $163K and bringing the position to 11,420 shares worth $606K. The position accounts for 0.11% of the portfolio, ranked #76.

ARS Wealth Advisors first reported a position in LUV in Q1 2021 and has held it in 2 quarters since. 1,031 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

  • ARS Wealth Advisors held 11,420 shares of Southwest Airlines worth $606K as of Q2 2021.
  • ARS Wealth Advisors bought 2,718 Southwest Airlines shares in Q2 2021, an estimated $163K.
  • Southwest Airlines made up 0.11% of ARS Wealth Advisors's portfolio in Q2 2021, its #76 holding.
  • ARS Wealth Advisors first reported a position in Southwest Airlines in Q1 2021 and has held it in 2 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.