HFS
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Heritage Financial Services’s Southwest Airlines LUV Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-378
Closed -$13K – 294
2022
Q2 		$13K Buy
+378
New +$16.2K 0.01% 284

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
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Fidelity Investments
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Heritage Financial Services's LUV Position: Q3 2022 in Review

Heritage Financial Services sold out of Southwest Airlines (LUV) in Q3 2022, closing a stake of 378 shares — an estimated $13K sold.

Heritage Financial Services first reported a position in LUV in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

  • Heritage Financial Services reported no remaining Southwest Airlines position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 378 Southwest Airlines shares in Q3 2022, an estimated $13K.
  • Heritage Financial Services first reported a position in Southwest Airlines in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Southwest Airlines position peaked at $13K in Q2 2022.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.