MWA
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MFA Wealth Advisors’s Southwest Airlines LUV Stock Holding History

MFA 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
2024
Q4 		– Sell
-24
Closed -$711 – 252
2024
Q3 		$711 Sell
24
-19
-44% -$526 ﹤0.01% 464
2024
Q2 		$1.23K Buy
+43
New +$1.2K ﹤0.01% 467
2021
Q4 		– Sell
-25,496
Closed -$1.31M – 72
2021
Q3 		$1.31M Buy
+25,496
New +$1.29M 0.6% 31

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

MFA Wealth Advisors's LUV Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 24 shares — an estimated $711 sold.

MFA Wealth Advisors first reported a position in LUV in Q3 2021 and held it in 3 quarters. The position peaked at $1.31M in Q3 2021. 834 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 24 Southwest Airlines shares in Q4 2024, an estimated $711.
  • MFA Wealth Advisors first reported a position in Southwest Airlines in Q3 2021 and held it in 3 quarters.
  • MFA Wealth Advisors's Southwest Airlines position peaked at $1.31M in Q3 2021.
  • 834 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.