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

Hoover 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
2021
Q2 		$16K Hold
307
– – ﹤0.01% 422
2021
Q1 		$18K Sell
307
-100
-25% -$5.32K ﹤0.01% 369
2020
Q4 		$20K Buy
+407
New +$17.6K 0.01% 332
2020
Q3 		– Sell
-107
Closed -$4K – 354
2020
Q2 		$4K Buy
+107
New +$3.4K ﹤0.01% 410

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hoover Financial Advisors's LUV Position: Q2 2021 in Review

Hoover Financial Advisors held its Southwest Airlines (LUV) position steady in Q2 2021 at 307 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Hoover Financial Advisors first reported a position in LUV in Q2 2020 and has held it in 4 quarters since. The position peaked at $20K in Q4 2020. 1,030 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

  • Hoover Financial Advisors held 307 shares of Southwest Airlines worth $16K as of Q2 2021.
  • Hoover Financial Advisors left its Southwest Airlines share count unchanged in Q2 2021.
  • Southwest Airlines made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #422 holding.
  • Hoover Financial Advisors first reported a position in Southwest Airlines in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Southwest Airlines position peaked at $20K in Q4 2020.
  • 1,030 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.