CWP
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CFM Wealth Partners’s Southwest Airlines LUV Stock Holding History

CFM Wealth Partners’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
-2,019
Closed -$69K – 338
2020
Q2 		$69K Buy
2,019
+1,819
+910% +$57.8K 0.03% 241
2020
Q1 		$7K Hold
200
– – ﹤0.01% 460
2019
Q4 		$11K Buy
+200
New +$11.1K ﹤0.01% 413

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BlackRock
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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

CFM Wealth Partners's LUV Position: Q3 2020 in Review

CFM Wealth Partners sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 2,019 shares — an estimated $69K sold.

CFM Wealth Partners first reported a position in LUV in Q4 2019 and held it in 3 quarters. The position peaked at $69K in Q2 2020. 880 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • CFM Wealth Partners reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,019 Southwest Airlines shares in Q3 2020, an estimated $69K.
  • CFM Wealth Partners first reported a position in Southwest Airlines in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Southwest Airlines position peaked at $69K in Q2 2020.
  • 880 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.