FWM
LUV icon

FSA Wealth Management’s Southwest Airlines LUV Stock Holding History

FSA 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
2020
Q3 		– Sell
-50
Closed -$2K – 219
2020
Q2 		$2K Hold
50
– – ﹤0.01% 362
2020
Q1 		$2K Hold
50
– – ﹤0.01% 354
2019
Q4 		$3K Buy
+50
New +$2.77K ﹤0.01% 423

Other funds holding LUV

Primecap Management
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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

FSA Wealth Management's LUV Position: Q3 2020 in Review

FSA Wealth Management sold out of Southwest Airlines (LUV) in Q3 2020, closing a stake of 50 shares — an estimated $2K sold.

FSA Wealth Management first reported a position in LUV in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 880 funds tracked by Wall St. Rank hold LUV as of Q3 2020.

  • FSA Wealth Management reported no remaining Southwest Airlines position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 50 Southwest Airlines shares in Q3 2020, an estimated $2K.
  • FSA Wealth Management first reported a position in Southwest Airlines in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's Southwest Airlines position peaked at $3K in Q4 2019.
  • 880 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.