BWA
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BDO Wealth Advisors’s Southwest Airlines LUV Stock Holding History

BDO 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
2023
Q2 		$119K Buy
3,278
+35
+1% +$1.1K 0.01% 318
2023
Q1 		$106K Sell
3,243
-42
-1% -$1.43K 0.01% 318
2022
Q4 		$111K Buy
3,285
+450
+16% +$16.2K 0.01% 317
2022
Q3 		$87K Hold
2,835
– – 0.01% 338
2022
Q2 		$102K Sell
2,835
-10
-0.4% -$430 0.01% 324
2022
Q1 		$130K Sell
2,845
-850
-23% -$37.4K 0.01% 307
2021
Q4 		$158K Hold
3,695
– – 0.02% 302
2021
Q3 		$190K Hold
3,695
– – 0.02% 289
2021
Q2 		$196K Sell
3,695
-10
-0.3% -$599 0.02% 293
2021
Q1 		$226K Buy
3,705
+1,735
+88% +$92.3K 0.03% 270
2020
Q4 		$92K Sell
1,970
-1,200
-38% -$52K 0.01% 298
2020
Q3 		$119K Buy
3,170
+1,655
+109% +$58.8K 0.02% 257
2020
Q2 		$52K Sell
1,515
-1,036
-41% -$32.9K 0.01% 325
2020
Q1 		$91K Buy
2,551
+1,551
+155% +$76.9K 0.02% 279
2019
Q4 		$54K Hold
1,000
– – 0.01% 293
2019
Q3 		$54K Hold
1,000
– – 0.01% 302
2019
Q2 		$51K Sell
1,000
-64
-6% -$3.32K 0.01% 306
2019
Q1 		$55K Hold
1,064
– – 0.02% 273
2018
Q4 		$49K Hold
1,064
– – 0.02% 261
2018
Q3 		$66K Hold
1,064
– – 0.02% 261
2018
Q2 		$54K Buy
1,064
+64
+6% +$3.37K 0.02% 286
2018
Q1 		$57K Hold
1,000
– – 0.02% 234
2017
Q4 		$65K Hold
1,000
– – 0.03% 190
2017
Q3 		$56K Sell
1,000
-640
-39% -$35.9K 0.03% 188
2017
Q2 		$102K Buy
+1,640
New +$95.4K 0.04% 172

Other funds holding LUV

Vanguard Group
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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BDO Wealth Advisors's LUV Position: Q2 2023 in Review

BDO Wealth Advisors increased its Southwest Airlines (LUV) stake by 1.1% in Q2 2023, buying an estimated $1.1K and bringing the position to 3,278 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #318.

BDO Wealth Advisors first reported a position in LUV in Q2 2017 and has held it in 25 quarters since. The position peaked at $226K in Q1 2021. 854 funds tracked by Wall St. Rank hold LUV as of Q2 2023.

  • BDO Wealth Advisors held 3,278 shares of Southwest Airlines worth $119K as of Q2 2023.
  • BDO Wealth Advisors bought 35 Southwest Airlines shares in Q2 2023, an estimated $1.1K.
  • Southwest Airlines made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #318 holding.
  • BDO Wealth Advisors first reported a position in Southwest Airlines in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Southwest Airlines position peaked at $226K in Q1 2021.
  • 854 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.