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Freedman Financial Associates’s Southwest Airlines LUV Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-193
Closed -$9K – 244
2022
Q1 		$9K Buy
193
+93
+93% +$4.09K 0.01% 368
2021
Q4 		$4K Hold
100
– – ﹤0.01% 399
2021
Q3 		$5K Hold
100
– – ﹤0.01% 398
2021
Q2 		$5K Hold
100
– – ﹤0.01% 393
2021
Q1 		$6K Hold
100
– – 0.01% 385
2020
Q4 		$5K Buy
+100
New +$4.33K ﹤0.01% 395

Other funds holding LUV

Vanguard Group
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedman Financial Associates's LUV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Southwest Airlines (LUV) in Q2 2022, closing a stake of 193 shares — an estimated $9K sold.

Freedman Financial Associates first reported a position in LUV in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 947 funds tracked by Wall St. Rank hold LUV as of Q2 2022.

  • Freedman Financial Associates reported no remaining Southwest Airlines position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 193 Southwest Airlines shares in Q2 2022, an estimated $9K.
  • Freedman Financial Associates first reported a position in Southwest Airlines in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Southwest Airlines position peaked at $9K in Q1 2022.
  • 947 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.