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

Curi 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
Q3 		– Sell
-124
Closed -$4K – 484
2022
Q2 		$4K Hold
124
– – ﹤0.01% 473
2022
Q1 		$5K Hold
124
– – ﹤0.01% 411
2021
Q4 		$5K Buy
+124
New +$5.82K ﹤0.01% 374
2021
Q1 		– Sell
-124
Closed -$5K – 316
2020
Q4 		$5K Buy
+124
New +$5.37K ﹤0.01% 303

Other funds holding LUV

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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

Curi Wealth Management's LUV Position: Q3 2022 in Review

Curi Wealth Management sold out of Southwest Airlines (LUV) in Q3 2022, closing a stake of 124 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in LUV in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

  • Curi Wealth Management reported no remaining Southwest Airlines position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 124 Southwest Airlines shares in Q3 2022, an estimated $4K.
  • Curi Wealth Management first reported a position in Southwest Airlines in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Southwest Airlines position peaked at $5K in Q1 2022.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.