FANJ
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Financial Architects (New Jersey)’s Southwest Airlines LUV Stock Holding History

Financial Architects (New Jersey)’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
2018
Q4 		– Sell
-800
Closed -$50K – 1426
2018
Q3 		$50K Buy
+800
New +$46.8K 0.01% 634
2018
Q1 		– Sell
-1,500
Closed -$98K – 1508
2017
Q4 		$98K Buy
+1,500
New +$88.2K 0.02% 496

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Financial Architects (New Jersey)'s LUV Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 270 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in LUV in Q2 2013 and held it in 25 quarters. The position peaked at $93K in Q3 2018. 881 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 270 Southwest Airlines shares in Q3 2020, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in Southwest Airlines in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Southwest Airlines position peaked at $93K in Q3 2018.
  • 881 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.