Lake Point Wealth Management’s Southwest Airlines LUV Stock Holding History

Lake Point 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
2022 Q2	–	Sell	-50	Closed	-$2K	–	477
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	333
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	339
2021 Q3	$3K	Sell	50 -78	-61%	-$3.94K	﹤0.01%	286
2021 Q2	$7K	Buy	+128	New	+$7.67K	﹤0.01%	216
2019 Q1	–	Sell	-500	Closed	-$23K	–	787
2018 Q4	$23K	Buy	+500	New	+$26.6K	0.01%	334

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

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

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

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

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

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

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

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

Lake Point Wealth Management's LUV Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Southwest Airlines (LUV) in Q2 2022, closing a stake of 50 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in LUV in Q4 2018 and held it in 5 quarters. The position peaked at $23K in Q4 2018. 947 funds tracked by Wall St. Rank hold LUV as of Q2 2022.

Lake Point Wealth Management reported no remaining Southwest Airlines position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 50 Southwest Airlines shares in Q2 2022, an estimated $2K.
Lake Point Wealth Management first reported a position in Southwest Airlines in Q4 2018 and held it in 5 quarters.
Lake Point Wealth Management's Southwest Airlines position peaked at $23K in Q4 2018.
947 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.