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PCA Investment Advisory Services’s Southwest Airlines LUV Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-1,793
Closed -$65K – 288
2023
Q2 		$65K Buy
+1,793
New +$56.2K 0.04% 237

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T. Rowe Price Associates
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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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

PCA Investment Advisory Services's LUV Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Southwest Airlines (LUV) in Q3 2023, closing a stake of 1,793 shares — an estimated $65K sold.

PCA Investment Advisory Services first reported a position in LUV in Q2 2023 and held it in 1 quarter. The position peaked at $65K in Q2 2023. 766 funds tracked by Wall St. Rank hold LUV as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Southwest Airlines position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,793 Southwest Airlines shares in Q3 2023, an estimated $65K.
  • PCA Investment Advisory Services first reported a position in Southwest Airlines in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Southwest Airlines position peaked at $65K in Q2 2023.
  • 766 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.