CWM
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C2C Wealth Management’s Southwest Airlines LUV Stock Holding History

C2C Wealth Management’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
Q1 		– Sell
-6,928
Closed -$296K – 220
2021
Q4 		$296K Buy
+6,928
New +$325K 0.04% 173

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BlackRock
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

C2C Wealth Management's LUV Position: Q1 2022 in Review

C2C Wealth Management sold out of Southwest Airlines (LUV) in Q1 2022, closing a stake of 6,928 shares — an estimated $296K sold.

C2C Wealth Management first reported a position in LUV in Q4 2021 and held it in 1 quarter. The position peaked at $296K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold LUV as of Q1 2022.

  • C2C Wealth Management reported no remaining Southwest Airlines position as of Q1 2022 after selling out during the quarter.
  • C2C Wealth Management sold 6,928 Southwest Airlines shares in Q1 2022, an estimated $296K.
  • C2C Wealth Management first reported a position in Southwest Airlines in Q4 2021 and held it in 1 quarter.
  • C2C Wealth Management's Southwest Airlines position peaked at $296K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2022.

Based on C2C Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.