PWM
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Paulson Wealth Management’s Southwest Airlines LUV Stock Holding History

Paulson Wealth Management’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
Q1 		– Sell
-5,915
Closed -$325K – 87
2019
Q4 		$325K Sell
5,915
-319
-5% -$17.7K 0.23% 76
2019
Q3 		$337K Sell
6,234
-831
-12% -$43.5K 0.25% 72
2019
Q2 		$382K Sell
7,065
-2,132
-23% -$110K 0.28% 66
2019
Q1 		$477K Sell
9,197
-956
-9% -$50.4K 0.36% 58
2018
Q4 		$513K Sell
10,153
-2,605
-20% -$138K 0.42% 57
2018
Q3 		$733K Sell
12,758
-330
-3% -$19.3K 0.66% 45
2018
Q2 		$666K Buy
13,088
+1,273
+11% +$67K 0.66% 49
2018
Q1 		$677K Sell
11,815
-833
-7% -$50K 0.67% 51
2017
Q4 		$828K Buy
+12,648
New +$744K 0.73% 40

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paulson Wealth Management's LUV Position: Q1 2020 in Review

Paulson Wealth Management sold out of Southwest Airlines (LUV) in Q1 2020, closing a stake of 5,915 shares — an estimated $325K sold.

Paulson Wealth Management first reported a position in LUV in Q4 2017 and held it in 9 quarters. The position peaked at $828K in Q4 2017. 796 funds tracked by Wall St. Rank hold LUV as of Q1 2020.

  • Paulson Wealth Management reported no remaining Southwest Airlines position as of Q1 2020 after selling out during the quarter.
  • Paulson Wealth Management sold 5,915 Southwest Airlines shares in Q1 2020, an estimated $325K.
  • Paulson Wealth Management first reported a position in Southwest Airlines in Q4 2017 and held it in 9 quarters.
  • Paulson Wealth Management's Southwest Airlines position peaked at $828K in Q4 2017.
  • 796 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2020.

Based on Paulson Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.