APWM
LUV icon

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

Atlas Private 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
-200
Closed -$12K – 259
2021
Q1 		$12K Buy
+200
New +$10.6K 0.01% 299
2020
Q4 		– Sell
-315
Closed -$12K – 395
2020
Q3 		$12K Sell
315
-2,242
-88% -$79.7K 0.01% 300
2020
Q2 		$87K Buy
2,557
+2,000
+359% +$63.6K 0.07% 158
2020
Q1 		$20K Buy
557
+4
+0.7% +$198 0.02% 252
2019
Q4 		$30K Buy
+553
New +$30.7K 0.02% 242

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Management's LUV Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Southwest Airlines (LUV) in Q2 2021, closing a stake of 200 shares — an estimated $12K sold.

Atlas Private Wealth Management first reported a position in LUV in Q4 2019 and held it in 5 quarters. The position peaked at $87K in Q2 2020. 1,030 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Southwest Airlines position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 200 Southwest Airlines shares in Q2 2021, an estimated $12K.
  • Atlas Private Wealth Management first reported a position in Southwest Airlines in Q4 2019 and held it in 5 quarters.
  • Atlas Private Wealth Management's Southwest Airlines position peaked at $87K in Q2 2020.
  • 1,030 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.