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DB Wealth Management Group’s Southwest Airlines LUV Stock Holding History

DB Wealth Management Group’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
2023
Q4 		$58.5K Hold
2,026
– – 0.03% 153
2023
Q3 		$54.8K Hold
2,026
– – 0.03% 156
2023
Q2 		$73.4K Buy
+2,026
New +$63.5K 0.04% 128

Other funds holding LUV

Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

DB Wealth Management Group's LUV Position: Q4 2023 in Review

DB Wealth Management Group held its Southwest Airlines (LUV) position steady in Q4 2023 at 2,026 shares worth $58.5K. The position accounts for 0.03% of the portfolio, ranked #153.

DB Wealth Management Group first reported a position in LUV in Q2 2023 and has held it in 3 quarters since. The position peaked at $73.4K in Q2 2023. 789 funds tracked by Wall St. Rank hold LUV as of Q4 2023.

  • DB Wealth Management Group held 2,026 shares of Southwest Airlines worth $58.5K as of Q4 2023.
  • DB Wealth Management Group left its Southwest Airlines share count unchanged in Q4 2023.
  • Southwest Airlines made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #153 holding.
  • DB Wealth Management Group first reported a position in Southwest Airlines in Q2 2023 and has held it in 3 quarters since.
  • DB Wealth Management Group's Southwest Airlines position peaked at $73.4K in Q2 2023.
  • 789 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.