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Better Money Decisions’s Southwest Airlines LUV Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-1,623
Closed -$59K – 271
2022
Q2 		$59K Buy
+1,623
New +$69.8K 0.05% 127
2021
Q4 		– Sell
-1,623
Closed -$83K – 356
2021
Q3 		$83K Hold
1,623
– – 0.07% 122
2021
Q2 		$86K Hold
1,623
– – 0.08% 110
2021
Q1 		$99K Buy
+1,623
New +$86.4K 0.1% 85

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

Better Money Decisions's LUV Position: Q3 2022 in Review

Better Money Decisions sold out of Southwest Airlines (LUV) in Q3 2022, closing a stake of 1,623 shares — an estimated $59K sold.

Better Money Decisions first reported a position in LUV in Q1 2021 and held it in 4 quarters. The position peaked at $99K in Q1 2021. 884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

  • Better Money Decisions reported no remaining Southwest Airlines position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 1,623 Southwest Airlines shares in Q3 2022, an estimated $59K.
  • Better Money Decisions first reported a position in Southwest Airlines in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Southwest Airlines position peaked at $99K in Q1 2021.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.