Gerber Kawasaki Wealth & Investment Management’s Southwest Airlines LUV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-42,425	Closed	-$2.18M	–	740
2021 Q3	$2.18M	Sell	42,425 -5,057	-11%	-$255K	0.28%	51
2021 Q2	$2.52M	Sell	47,482 -979	-2%	-$58.7K	0.26%	68
2021 Q1	$2.96M	Sell	48,461 -1,837	-4%	-$97.7K	0.36%	50
2020 Q4	$2.34M	Sell	50,298 -4,788	-9%	-$207K	0.32%	56
2020 Q3	$2.06M	Buy	55,086 +1,849	+3%	+$65.7K	0.44%	44
2020 Q2	$1.82M	Buy	+53,237	New	+$1.69M	0.4%	52

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's LUV Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 42,425 shares — an estimated $2.18M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in LUV in Q2 2020 and held it in 6 quarters. The position peaked at $2.96M in Q1 2021. 997 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 42,425 Southwest Airlines shares in Q4 2021, an estimated $2.18M.
Gerber Kawasaki Wealth & Investment Management first reported a position in Southwest Airlines in Q2 2020 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's Southwest Airlines position peaked at $2.96M in Q1 2021.
997 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.