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MGO Private Wealth’s Southwest Airlines LUV Stock Holding History

MGO Private Wealth’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
2023
Q1 		– Sell
-8,000
Closed -$269K – 98
2022
Q4 		$269K Sell
8,000
-100
-1% -$3.6K 0.12% 101
2022
Q3 		$250K Buy
+8,100
New +$303K 0.12% 110

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MGO Private Wealth's LUV Position: Q1 2023 in Review

MGO Private Wealth sold out of Southwest Airlines (LUV) in Q1 2023, closing a stake of 8,000 shares — an estimated $269K sold.

MGO Private Wealth first reported a position in LUV in Q3 2022 and held it in 2 quarters. The position peaked at $269K in Q4 2022. 851 funds tracked by Wall St. Rank hold LUV as of Q1 2023.

  • MGO Private Wealth reported no remaining Southwest Airlines position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 8,000 Southwest Airlines shares in Q1 2023, an estimated $269K.
  • MGO Private Wealth first reported a position in Southwest Airlines in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's Southwest Airlines position peaked at $269K in Q4 2022.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.