PWP
LUV icon

Pursue Wealth Partners’s Southwest Airlines LUV Stock Holding History

Pursue Wealth Partners’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
Q3 		– Sell
-9,000
Closed -$325K – 118
2022
Q2 		$325K Hold
9,000
– – 0.21% 83
2022
Q1 		$382K Hold
9,000
– – 0.16% 97
2021
Q4 		$386K Buy
+9,000
New +$422K 0.15% 97

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pursue Wealth Partners's LUV Position: Q3 2022 in Review

Pursue Wealth Partners sold out of Southwest Airlines (LUV) in Q3 2022, closing a stake of 9,000 shares — an estimated $325K sold.

Pursue Wealth Partners first reported a position in LUV in Q4 2021 and held it in 3 quarters. The position peaked at $386K in Q4 2021. 884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

  • Pursue Wealth Partners reported no remaining Southwest Airlines position as of Q3 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 9,000 Southwest Airlines shares in Q3 2022, an estimated $325K.
  • Pursue Wealth Partners first reported a position in Southwest Airlines in Q4 2021 and held it in 3 quarters.
  • Pursue Wealth Partners's Southwest Airlines position peaked at $386K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Pursue Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.