Lenox Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Lenox Wealth 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
2022 Q1	$11K	Buy	272 +60	+28%	+$2.64K	﹤0.01%	473
2021 Q4	$9K	Buy	212 +12	+6%	+$563	﹤0.01%	528
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	469
2021 Q2	$11K	Buy	+200	New	+$12K	﹤0.01%	464
2021 Q1	–	Sell	-520	Closed	-$24K	–	730
2020 Q4	$24K	Buy	+520	New	+$22.5K	﹤0.01%	291
2018 Q4	–	Sell	-33	Closed	-$2K	–	388
2018 Q3	$2K	Sell	33 -107	-76%	-$6.26K	﹤0.01%	371
2018 Q2	$7K	Sell	140 -350	-71%	-$18.4K	﹤0.01%	417
2018 Q1	$28K	Buy	490 +447	+1,040%	+$26.8K	0.01%	227
2017 Q4	$3K	Buy	+43	New	+$2.53K	﹤0.01%	289

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Lenox Wealth Advisors's LUV Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Southwest Airlines (LUV) stake by 28% in Q1 2022, buying an estimated $2.64K and bringing the position to 272 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Lenox Wealth Advisors first reported a position in LUV in Q4 2017 and has held it in 9 quarters since. The position peaked at $28K in Q1 2018. 1,014 funds tracked by Wall St. Rank hold LUV as of Q1 2022.

Lenox Wealth Advisors held 272 shares of Southwest Airlines worth $11K as of Q1 2022.
Lenox Wealth Advisors bought 60 Southwest Airlines shares in Q1 2022, an estimated $2.64K.
Southwest Airlines made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #473 holding.
Lenox Wealth Advisors first reported a position in Southwest Airlines in Q4 2017 and has held it in 9 quarters since.
Lenox Wealth Advisors's Southwest Airlines position peaked at $28K in Q1 2018.
1,014 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.