LFA
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Legacy Financial Advisors’s Southwest Airlines LUV Stock Holding History

Legacy 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
2019
Q2 		– Sell
-584
Closed -$30K – 572
2019
Q1 		$30K Buy
584
+184
+46% +$9.71K 0.01% 375
2018
Q4 		$19K Buy
+400
New +$21.2K 0.01% 425

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Financial Advisors's LUV Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Southwest Airlines (LUV) in Q2 2019, closing a stake of 584 shares — an estimated $30K sold.

Legacy Financial Advisors first reported a position in LUV in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 875 funds tracked by Wall St. Rank hold LUV as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Southwest Airlines position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 584 Southwest Airlines shares in Q2 2019, an estimated $30K.
  • Legacy Financial Advisors first reported a position in Southwest Airlines in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Southwest Airlines position peaked at $30K in Q1 2019.
  • 875 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.