One Wealth Advisors’s Southwest Airlines LUV Stock Holding History

One 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
2020 Q2	–	Sell	-6,677	Closed	-$238K	–	93
2020 Q1	$238K	Sell	6,677 -610	-8%	-$30.2K	0.24%	67
2019 Q4	$393K	Buy	7,287 +1,494	+26%	+$82.9K	0.29%	50
2019 Q3	$313K	Buy	+5,793	New	+$303K	0.27%	61
2019 Q2	–	Sell	-184	Closed	-$10K	–	318
2019 Q1	$10K	Buy	+184	New	+$9.71K	0.01%	318
2018 Q4	–	Sell	-171	Closed	-$11K	–	315
2018 Q3	$11K	Buy	171 +19	+13%	+$1.11K	0.01%	349
2018 Q2	$8K	Hold	152	–	–	0.01%	353
2018 Q1	$9K	Buy	152 +54	+55%	+$3.24K	0.01%	321
2017 Q4	$3K	Buy	+98	New	+$5.76K	﹤0.01%	487

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

One Wealth Advisors's LUV Position: Q2 2020 in Review

One Wealth Advisors sold out of Southwest Airlines (LUV) in Q2 2020, closing a stake of 6,677 shares — an estimated $238K sold.

One Wealth Advisors first reported a position in LUV in Q4 2017 and held it in 8 quarters. The position peaked at $393K in Q4 2019. 884 funds tracked by Wall St. Rank hold LUV as of Q2 2020.

One Wealth Advisors reported no remaining Southwest Airlines position as of Q2 2020 after selling out during the quarter.
One Wealth Advisors sold 6,677 Southwest Airlines shares in Q2 2020, an estimated $238K.
One Wealth Advisors first reported a position in Southwest Airlines in Q4 2017 and held it in 8 quarters.
One Wealth Advisors's Southwest Airlines position peaked at $393K in Q4 2019.
884 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2020.

Based on One Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.