PCA
LUV icon

Personal Capital Advisors’s Southwest Airlines LUV Stock Holding History

Personal Capital 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
2022
Q4 		$311K Buy
+9,245
New +$333K ﹤0.01% 376
2021
Q2 		– Sell
-3,813
Closed -$233K – 499
2021
Q1 		$233K Sell
3,813
-779
-17% -$41.4K ﹤0.01% 437
2020
Q4 		$214K Buy
+4,592
New +$199K ﹤0.01% 436
2019
Q4 		– Sell
-3,718
Closed -$200K – 407
2019
Q3 		$200K Buy
+3,718
New +$194K ﹤0.01% 353
2019
Q2 		– Sell
-3,886
Closed -$202K – 338
2019
Q1 		$202K Buy
+3,886
New +$205K ﹤0.01% 316
2017
Q2 		– Sell
-10,339
Closed -$553K – 226
2017
Q1 		$553K Buy
+10,339
New +$556K 0.01% 158

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $61.3B AUM 26.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return