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Goodwin Investment Advisory’s Southwest Airlines LUV Stock Holding History

Goodwin 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
2021
Q4 		– Sell
-100
Closed -$5K – 181
2021
Q3 		$5K Sell
100
-1,488
-94% -$75.2K ﹤0.01% 124
2021
Q2 		$209K Buy
1,588
+1,488
+1,488% +$89.2K 0.23% 25
2021
Q1 		$6K Hold
100
– – 0.01% 121
2020
Q4 		$5K Buy
+100
New +$4.33K 0.01% 76

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goodwin Investment Advisory's LUV Position: Q4 2021 in Review

Goodwin Investment Advisory sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Goodwin Investment Advisory first reported a position in LUV in Q4 2020 and held it in 4 quarters. The position peaked at $209K in Q2 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Goodwin Investment Advisory reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Goodwin Investment Advisory sold 100 Southwest Airlines shares in Q4 2021, an estimated $5K.
  • Goodwin Investment Advisory first reported a position in Southwest Airlines in Q4 2020 and held it in 4 quarters.
  • Goodwin Investment Advisory's Southwest Airlines position peaked at $209K in Q2 2021.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Goodwin Investment Advisory's 13F filing for Q4 2021, filed 11 Feb 2022.