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Atlas Private Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Atlas Private 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
Q4 		– Sell
-75
Closed -$4K – 472
2021
Q3 		$4K Hold
75
– – ﹤0.01% 593
2021
Q2 		$4K Hold
75
– – ﹤0.01% 602
2021
Q1 		$5K Hold
75
– – ﹤0.01% 619
2020
Q4 		$3K Buy
75
+17
+29% +$737 ﹤0.01% 595
2020
Q3 		$2K Hold
58
– – ﹤0.01% 577
2020
Q2 		$2K Buy
+58
New +$1.84K ﹤0.01% 592

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Private Wealth Advisors's LUV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 75 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in LUV in Q2 2020 and held it in 6 quarters. The position peaked at $5K in Q1 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 75 Southwest Airlines shares in Q4 2021, an estimated $4K.
  • Atlas Private Wealth Advisors first reported a position in Southwest Airlines in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Southwest Airlines position peaked at $5K in Q1 2021.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.