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Avantax Planning Partners’s Southwest Airlines LUV Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-5,173
Closed -$240K – 306
2018
Q4 		$240K Sell
5,173
-129
-2% -$6.85K 0.02% 231
2018
Q3 		$331K Sell
5,302
-106
-2% -$6.2K 0.03% 184
2018
Q2 		$275K Buy
5,408
+462
+9% +$24.3K 0.02% 193
2018
Q1 		$283K Buy
4,946
+1,239
+33% +$74.4K 0.02% 238
2017
Q4 		$243K Sell
3,707
-608
-14% -$35.8K 0.02% 263
2017
Q3 		$242K Buy
4,315
+310
+8% +$17.4K 0.02% 329
2017
Q2 		$249K Buy
+4,005
New +$233K 0.02% 290

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's LUV Position: Q1 2019 in Review

Avantax Planning Partners sold out of Southwest Airlines (LUV) in Q1 2019, closing a stake of 5,173 shares — an estimated $240K sold.

Avantax Planning Partners first reported a position in LUV in Q2 2017 and held it in 7 quarters. The position peaked at $331K in Q3 2018. 886 funds tracked by Wall St. Rank hold LUV as of Q1 2019.

  • Avantax Planning Partners reported no remaining Southwest Airlines position as of Q1 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 5,173 Southwest Airlines shares in Q1 2019, an estimated $240K.
  • Avantax Planning Partners first reported a position in Southwest Airlines in Q2 2017 and held it in 7 quarters.
  • Avantax Planning Partners's Southwest Airlines position peaked at $331K in Q3 2018.
  • 886 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2019.

Based on Avantax Planning Partners's 13F filing for Q1 2019, filed 8 May 2019.