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Impact Partnership Wealth’s Southwest Airlines LUV Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-1,008
Closed -$27.3K – 992
2023
Q3 		$27.3K Sell
1,008
-250
-20% -$8.16K 0.01% 457
2023
Q2 		$45.6K Buy
+1,258
New +$39.4K 0.02% 267

Other funds holding LUV

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

Impact Partnership Wealth's LUV Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Southwest Airlines (LUV) in Q4 2023, closing a stake of 1,008 shares — an estimated $27.3K sold.

Impact Partnership Wealth first reported a position in LUV in Q2 2023 and held it in 2 quarters. The position peaked at $45.6K in Q2 2023. 789 funds tracked by Wall St. Rank hold LUV as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Southwest Airlines position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,008 Southwest Airlines shares in Q4 2023, an estimated $27.3K.
  • Impact Partnership Wealth first reported a position in Southwest Airlines in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Southwest Airlines position peaked at $45.6K in Q2 2023.
  • 789 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.