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Axim Planning & Wealth’s Southwest Airlines LUV Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-62
Closed -$2K – 115
2022
Q3 		$2K Hold
62
– – ﹤0.01% 150
2022
Q2 		$2K Buy
+62
New +$2.67K ﹤0.01% 122

Other funds holding LUV

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Axim Planning & Wealth's LUV Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Southwest Airlines (LUV) in Q4 2022, closing a stake of 62 shares — an estimated $2K sold.

Axim Planning & Wealth first reported a position in LUV in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 922 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Southwest Airlines position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 62 Southwest Airlines shares in Q4 2022, an estimated $2K.
  • Axim Planning & Wealth first reported a position in Southwest Airlines in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Southwest Airlines position peaked at $2K in Q3 2022.
  • 922 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.