HFA
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HC Financial Advisors’s Southwest Airlines LUV Stock Holding History

HC Financial Advisors’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 		$1K Hold
20
– – ﹤0.01% 324
2022
Q1 		$1K Hold
20
– – ﹤0.01% 304
2021
Q4 		$1K Hold
20
– – ﹤0.01% 309
2021
Q3 		$1K Hold
20
– – ﹤0.01% 314
2021
Q2 		$1K Hold
20
– – ﹤0.01% 323
2021
Q1 		$1K Hold
20
– – ﹤0.01% 328
2020
Q4 		$1K Hold
20
– – ﹤0.01% 340
2020
Q3 		$1K Hold
20
– – ﹤0.01% 360
2020
Q2 		$1K Sell
20
-50
-71% -$1.59K ﹤0.01% 336
2020
Q1 		$2K Buy
+70
New +$3.47K ﹤0.01% 358

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
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

HC Financial Advisors's LUV Position: Q2 2022 in Review

HC Financial Advisors held its Southwest Airlines (LUV) position steady in Q2 2022 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

HC Financial Advisors first reported a position in LUV in Q1 2020 and has held it in 10 quarters since. The position peaked at $2K in Q1 2020. 948 funds tracked by Wall St. Rank hold LUV as of Q2 2022.

  • HC Financial Advisors held 20 shares of Southwest Airlines worth $1K as of Q2 2022.
  • HC Financial Advisors left its Southwest Airlines share count unchanged in Q2 2022.
  • Southwest Airlines made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #324 holding.
  • HC Financial Advisors first reported a position in Southwest Airlines in Q1 2020 and has held it in 10 quarters since.
  • HC Financial Advisors's Southwest Airlines position peaked at $2K in Q1 2020.
  • 948 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.