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Finivi Inc’s Southwest Airlines LUV Stock Holding History

Finivi Inc’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
Q4 		$1.12M Buy
+26,120
New +$1.23M 1.18% 28

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Finivi Inc's LUV Position: Q4 2021 in Review

Finivi Inc opened a new position in Southwest Airlines (LUV) in Q4 2021: 26,120 shares worth $1.12M. The stake represents 1.18% of the portfolio and ranks #28 among its holdings.

996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Finivi Inc held 26,120 shares of Southwest Airlines worth $1.12M as of Q4 2021.
  • Southwest Airlines was a new Finivi Inc position in Q4 2021.
  • Southwest Airlines made up 1.18% of Finivi Inc's portfolio in Q4 2021, its #28 holding.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Finivi Inc's 13F filing for Q4 2021, filed 19 Dec 2025.