FWM
LUV icon

Focused Wealth Management’s Southwest Airlines LUV Stock Holding History

Focused Wealth Management’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
Q3 		– Sell
-7,000
Closed -$14K – 691
2018
Q2 		$14K Buy
+7,000
New +$369K ﹤0.01% 404

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Focused Wealth Management's LUV Position: Q1 2024 in Review

Focused Wealth Management sold out of Southwest Airlines (LUV) in Q1 2024, closing a stake of 108 shares — an estimated $3.12K sold.

Focused Wealth Management first reported a position in LUV in Q2 2015 and held it in 35 quarters. The position peaked at $5K in Q1 2021. 788 funds tracked by Wall St. Rank hold LUV as of Q1 2024.

  • Focused Wealth Management reported no remaining Southwest Airlines position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 108 Southwest Airlines shares in Q1 2024, an estimated $3.12K.
  • Focused Wealth Management first reported a position in Southwest Airlines in Q2 2015 and held it in 35 quarters.
  • Focused Wealth Management's Southwest Airlines position peaked at $5K in Q1 2021.
  • 788 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.