HWM
LUV icon

HFR Wealth Management’s Southwest Airlines LUV Stock Holding History

HFR Wealth 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
2023
Q2 		– Sell
-7,500
Closed -$244K – 59
2023
Q1 		$244K Sell
7,500
-1,500
-17% -$51K 0.07% 55
2022
Q4 		$303K Buy
+9,000
New +$324K 0.09% 50

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Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

HFR Wealth Management's LUV Position: Q2 2023 in Review

HFR Wealth Management sold out of Southwest Airlines (LUV) in Q2 2023, closing a stake of 7,500 shares — an estimated $244K sold.

HFR Wealth Management first reported a position in LUV in Q4 2022 and held it in 2 quarters. The position peaked at $303K in Q4 2022. 855 funds tracked by Wall St. Rank hold LUV as of Q2 2023.

  • HFR Wealth Management reported no remaining Southwest Airlines position as of Q2 2023 after selling out during the quarter.
  • HFR Wealth Management sold 7,500 Southwest Airlines shares in Q2 2023, an estimated $244K.
  • HFR Wealth Management first reported a position in Southwest Airlines in Q4 2022 and held it in 2 quarters.
  • HFR Wealth Management's Southwest Airlines position peaked at $303K in Q4 2022.
  • 855 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2023.

Based on HFR Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.