Beam Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Beam 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
2020 Q1	–	Sell	-3,714	Closed	-$200K	–	163
2019 Q4	$200K	Buy	+3,714	New	+$206K	0.19%	140

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beam Wealth Advisors's LUV Position: Q1 2020 in Review

Beam Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2020, closing a stake of 3,714 shares — an estimated $200K sold.

Beam Wealth Advisors first reported a position in LUV in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 796 funds tracked by Wall St. Rank hold LUV as of Q1 2020.

Beam Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2020 after selling out during the quarter.
Beam Wealth Advisors sold 3,714 Southwest Airlines shares in Q1 2020, an estimated $200K.
Beam Wealth Advisors first reported a position in Southwest Airlines in Q4 2019 and held it in 1 quarter.
Beam Wealth Advisors's Southwest Airlines position peaked at $200K in Q4 2019.
796 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.