RWG
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Regal Wealth Group’s Southwest Airlines LUV Stock Holding History

Regal Wealth Group’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
Q4 		– Sell
-30
Closed -$1K – 224
2020
Q3 		$1K Buy
30
+5
+20% +$178 ﹤0.01% 203
2020
Q2 		$1K Buy
+25
New +$794 ﹤0.01% 196

Other funds holding LUV

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Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Wealth Group's LUV Position: Q4 2020 in Review

Regal Wealth Group sold out of Southwest Airlines (LUV) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in LUV in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 1,026 funds tracked by Wall St. Rank hold LUV as of Q4 2020.

  • Regal Wealth Group reported no remaining Southwest Airlines position as of Q4 2020 after selling out during the quarter.
  • Regal Wealth Group sold 30 Southwest Airlines shares in Q4 2020, an estimated $1K.
  • Regal Wealth Group first reported a position in Southwest Airlines in Q2 2020 and held it in 2 quarters.
  • Regal Wealth Group's Southwest Airlines position peaked at $1K in Q3 2020.
  • 1,026 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2020.

Based on Regal Wealth Group's 13F filing for Q4 2020, filed 22 Jan 2021.