OWA
LUV icon

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 – 325
2019
Q1 		$10K Buy
+184
New +$9.71K 0.01% 318
2018
Q4 		– Sell
-171
Closed -$11K – 316
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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return