FFN
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Focus Financial Network’s Southwest Airlines LUV Stock Holding History

Focus Financial Network’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 		– Sell
-4,357
Closed -$224K – 414
2021
Q3 		$224K Buy
4,357
+195
+5% +$9.85K 0.03% 379
2021
Q2 		$221K Sell
4,162
-114
-3% -$6.83K 0.03% 384
2021
Q1 		$261K Buy
+4,276
New +$228K 0.03% 356
2020
Q2 		– Sell
-16,609
Closed -$591K – 405
2020
Q1 		$591K Buy
+16,609
New +$823K 0.08% 198

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

Focus Financial Network's LUV Position: Q4 2021 in Review

Focus Financial Network sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 4,357 shares — an estimated $224K sold.

Focus Financial Network first reported a position in LUV in Q1 2020 and held it in 4 quarters. The position peaked at $591K in Q1 2020. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Focus Financial Network reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Focus Financial Network sold 4,357 Southwest Airlines shares in Q4 2021, an estimated $224K.
  • Focus Financial Network first reported a position in Southwest Airlines in Q1 2020 and held it in 4 quarters.
  • Focus Financial Network's Southwest Airlines position peaked at $591K in Q1 2020.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Focus Financial Network's 13F filing for Q4 2021, filed 24 Jul 2024.