CWM
LUV icon

Campbell Wealth Management’s Southwest Airlines LUV Stock Holding History

Campbell 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
2020
Q3 		– Sell
-125
Closed -$4K – 232
2020
Q2 		$4K Buy
+125
New +$3.97K ﹤0.01% 313

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Campbell Wealth Management's LUV Position: Q3 2020 in Review

Campbell Wealth Management sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 125 shares — an estimated $4K sold.

Campbell Wealth Management first reported a position in LUV in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 880 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • Campbell Wealth Management reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 125 Southwest Airlines shares in Q3 2020, an estimated $4K.
  • Campbell Wealth Management first reported a position in Southwest Airlines in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Southwest Airlines position peaked at $4K in Q2 2020.
  • 880 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.