MIA
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Milestone Investment Advisors’s Southwest Airlines LUV Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-700
Closed -$18.9K – 302
2023
Q3 		$18.9K Buy
+700
New +$22.8K 0.01% 257
2023
Q2 		– Sell
-700
Closed -$22.8K – 295
2023
Q1 		$22.8K Buy
+700
New +$23.8K 0.01% 257

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

Milestone Investment Advisors's LUV Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Southwest Airlines (LUV) in Q4 2023, closing a stake of 700 shares — an estimated $18.9K sold.

Milestone Investment Advisors first reported a position in LUV in Q1 2023 and held it in 2 quarters. The position peaked at $22.8K in Q1 2023. 789 funds tracked by Wall St. Rank hold LUV as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Southwest Airlines position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 700 Southwest Airlines shares in Q4 2023, an estimated $18.9K.
  • Milestone Investment Advisors first reported a position in Southwest Airlines in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Southwest Airlines position peaked at $22.8K in Q1 2023.
  • 789 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.