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

Lighthouse 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
2021
Q1 		$243K Buy
+3,994
New +$213K 0.07% 96
2020
Q1 		– Sell
-3,096
Closed -$167K – 184
2019
Q4 		$167K Buy
+3,096
New +$172K 0.08% 80

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lighthouse Financial Advisors's LUV Position: Q1 2021 in Review

Lighthouse Financial Advisors opened a new position in Southwest Airlines (LUV) in Q1 2021: 3,994 shares worth $243K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings. This is a return to the name: Lighthouse Financial Advisors previously reported a position in LUV as recently as Q4 2019.

Lighthouse Financial Advisors first reported a position in LUV in Q4 2019 and has held it in 2 quarters since. 1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

  • Lighthouse Financial Advisors held 3,994 shares of Southwest Airlines worth $243K as of Q1 2021.
  • Southwest Airlines was a new Lighthouse Financial Advisors position in Q1 2021.
  • Southwest Airlines made up 0.07% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #96 holding.
  • Lighthouse Financial Advisors first reported a position in Southwest Airlines in Q4 2019 and has held it in 2 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.