EWA
LUV icon

Evolution Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-455
Closed -$17K – 609
2020
Q3 		$17K Hold
455
– – ﹤0.01% 291
2020
Q2 		$16K Buy
+455
New +$14.5K 0.01% 230
2020
Q1 		– Sell
-73
Closed -$4K – 516
2019
Q4 		$4K Buy
+73
New +$4.05K ﹤0.01% 453
2019
Q3 		– Sell
-30
Closed -$2K – 549
2019
Q2 		$2K Buy
+30
New +$1.55K ﹤0.01% 424

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolution Wealth Advisors's LUV Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Southwest Airlines (LUV) in Q4 2020, closing a stake of 455 shares — an estimated $17K sold.

Evolution Wealth Advisors first reported a position in LUV in Q2 2019 and held it in 4 quarters. The position peaked at $17K in Q3 2020. 1,026 funds tracked by Wall St. Rank hold LUV as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Southwest Airlines position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 455 Southwest Airlines shares in Q4 2020, an estimated $17K.
  • Evolution Wealth Advisors first reported a position in Southwest Airlines in Q2 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Southwest Airlines position peaked at $17K in Q3 2020.
  • 1,026 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.