GWMIA
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Global Wealth Management Investment Advisory’s Southwest Airlines LUV Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-2,164
Closed -$62.5K – 313
2023
Q4 		$62.5K Buy
2,164
+659
+44% +$17.1K 0.02% 182
2023
Q3 		$40.7K Buy
1,505
+313
+26% +$10.2K 0.01% 204
2023
Q2 		$43.2K Buy
+1,192
New +$37.4K 0.01% 201
2022
Q3 		– Sell
-1,613
Closed -$58K – 329
2022
Q2 		$58K Sell
1,613
-935
-37% -$40.2K 0.02% 170
2022
Q1 		$117K Sell
2,548
-32
-1% -$1.41K 0.03% 156
2021
Q4 		$111K Buy
2,580
+475
+23% +$22.3K 0.03% 159
2021
Q3 		$108K Sell
2,105
-265
-11% -$13.4K 0.03% 165
2021
Q2 		$126K Hold
2,370
– – 0.04% 160
2021
Q1 		$145K Buy
2,370
+700
+42% +$37.2K 0.05% 132
2020
Q4 		$78K Buy
1,670
+700
+72% +$30.3K 0.03% 164
2020
Q3 		$36K Sell
970
-365
-27% -$13K 0.02% 193
2020
Q2 		$46K Buy
1,335
+800
+150% +$25.4K 0.02% 198
2020
Q1 		$19K Buy
535
+30
+6% +$1.49K 0.01% 263
2019
Q4 		$27K Sell
505
-24
-5% -$1.33K 0.01% 238
2019
Q3 		$29K Sell
529
-184
-26% -$9.63K 0.01% 216
2019
Q2 		$36K Buy
713
+505
+243% +$26.2K 0.02% 198
2019
Q1 		$11K Sell
208
-300
-59% -$15.8K 0.01% 367
2018
Q4 		$24K Buy
+508
New +$27K 0.01% 279

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 $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Global Wealth Management Investment Advisory's LUV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Southwest Airlines (LUV) in Q1 2024, closing a stake of 2,164 shares — an estimated $62.5K sold.

Global Wealth Management Investment Advisory first reported a position in LUV in Q4 2018 and held it in 18 quarters. The position peaked at $145K in Q1 2021. 789 funds tracked by Wall St. Rank hold LUV as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Southwest Airlines position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 2,164 Southwest Airlines shares in Q1 2024, an estimated $62.5K.
  • Global Wealth Management Investment Advisory first reported a position in Southwest Airlines in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Southwest Airlines position peaked at $145K in Q1 2021.
  • 789 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.