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Fiducient Advisors’s Southwest Airlines LUV Stock Holding History

Fiducient 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
2023
Q1 		– Sell
-7,505
Closed -$253K – 119
2022
Q4 		$253K Buy
+7,505
New +$271K 0.07% 159

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T. Rowe Price Associates
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Fiducient Advisors's LUV Position: Q1 2023 in Review

Fiducient Advisors sold out of Southwest Airlines (LUV) in Q1 2023, closing a stake of 7,505 shares — an estimated $253K sold.

Fiducient Advisors first reported a position in LUV in Q4 2022 and held it in 1 quarter. The position peaked at $253K in Q4 2022. 851 funds tracked by Wall St. Rank hold LUV as of Q1 2023.

  • Fiducient Advisors reported no remaining Southwest Airlines position as of Q1 2023 after selling out during the quarter.
  • Fiducient Advisors sold 7,505 Southwest Airlines shares in Q1 2023, an estimated $253K.
  • Fiducient Advisors first reported a position in Southwest Airlines in Q4 2022 and held it in 1 quarter.
  • Fiducient Advisors's Southwest Airlines position peaked at $253K in Q4 2022.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.