EWM
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Endurance Wealth Management’s Southwest Airlines LUV Stock Holding History

Endurance 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
2021
Q1 		– Sell
-1,185
Closed -$55K – 660
2020
Q4 		$55K Buy
1,185
+1,000
+541% +$43.3K 0.01% 316
2020
Q3 		$7K Hold
185
– – ﹤0.01% 513
2020
Q2 		$6K Buy
+185
New +$5.88K ﹤0.01% 505

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Endurance Wealth Management's LUV Position: Q1 2021 in Review

Endurance Wealth Management sold out of Southwest Airlines (LUV) in Q1 2021, closing a stake of 1,185 shares — an estimated $55K sold.

Endurance Wealth Management first reported a position in LUV in Q2 2020 and held it in 3 quarters. The position peaked at $55K in Q4 2020. 1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

  • Endurance Wealth Management reported no remaining Southwest Airlines position as of Q1 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 1,185 Southwest Airlines shares in Q1 2021, an estimated $55K.
  • Endurance Wealth Management first reported a position in Southwest Airlines in Q2 2020 and held it in 3 quarters.
  • Endurance Wealth Management's Southwest Airlines position peaked at $55K in Q4 2020.
  • 1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on Endurance Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.