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JOYN Advisors’s Southwest Airlines LUV Stock Holding History

JOYN 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
2019
Q1 		– Sell
-684
Closed -$32K – 844
2018
Q4 		$32K Sell
684
-54
-7% -$2.87K 0.01% 487
2018
Q3 		$46K Buy
738
+87
+13% +$5.09K 0.01% 416
2018
Q2 		$33K Sell
651
-343
-35% -$18.1K 0.01% 518
2018
Q1 		$57K Buy
+994
New +$59.7K 0.01% 423

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's LUV Position: Q1 2019 in Review

JOYN Advisors sold out of Southwest Airlines (LUV) in Q1 2019, closing a stake of 684 shares — an estimated $32K sold.

JOYN Advisors first reported a position in LUV in Q1 2018 and held it in 4 quarters. The position peaked at $57K in Q1 2018. 886 funds tracked by Wall St. Rank hold LUV as of Q1 2019.

  • JOYN Advisors reported no remaining Southwest Airlines position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 684 Southwest Airlines shares in Q1 2019, an estimated $32K.
  • JOYN Advisors first reported a position in Southwest Airlines in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Southwest Airlines position peaked at $57K in Q1 2018.
  • 886 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.