Ironwood Financial’s Southwest Airlines LUV Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-530	Closed	-$27K	–	366
2021 Q3	$27K	Hold	530	–	–	0.01%	251
2021 Q2	$28K	Hold	530	–	–	0.01%	245
2021 Q1	$32K	Hold	530	–	–	0.01%	215
2020 Q4	$25K	Sell	530 -57	-10%	-$2.47K	0.01%	216
2020 Q3	$22K	Buy	587 +85	+17%	+$3.02K	0.01%	182
2020 Q2	$17K	Buy	502 +50	+11%	+$1.59K	0.01%	200
2020 Q1	$16K	Hold	452	–	–	0.01%	171
2019 Q4	$24K	Hold	452	–	–	0.01%	182
2019 Q3	$24K	Hold	452	–	–	0.01%	183
2019 Q2	$23K	Hold	452	–	–	0.01%	186
2019 Q1	$23K	Hold	452	–	–	0.01%	179
2018 Q4	$21K	Buy	+452	New	+$24K	0.01%	176

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ironwood Financial's LUV Position: Q4 2021 in Review

Ironwood Financial sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 530 shares — an estimated $27K sold.

Ironwood Financial first reported a position in LUV in Q4 2018 and held it in 12 quarters. The position peaked at $32K in Q1 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

Ironwood Financial reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 530 Southwest Airlines shares in Q4 2021, an estimated $27K.
Ironwood Financial first reported a position in Southwest Airlines in Q4 2018 and held it in 12 quarters.
Ironwood Financial's Southwest Airlines position peaked at $32K in Q1 2021.
996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.