River Wealth Advisors’s Southwest Airlines LUV Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-730	Closed	-$34K	–	347
2018 Q4	$34K	Sell	730 -500	-41%	-$26.6K	0.02%	282
2018 Q3	$77K	Sell	1,230 -389	-24%	-$22.8K	0.03%	231
2018 Q2	$82K	Buy	+1,619	New	+$85.2K	0.03%	219

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

River Wealth Advisors's LUV Position: Q1 2019 in Review

River Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2019, closing a stake of 730 shares — an estimated $34K sold.

River Wealth Advisors first reported a position in LUV in Q2 2018 and held it in 3 quarters. The position peaked at $82K in Q2 2018. 886 funds tracked by Wall St. Rank hold LUV as of Q1 2019.

River Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 730 Southwest Airlines shares in Q1 2019, an estimated $34K.
River Wealth Advisors first reported a position in Southwest Airlines in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Southwest Airlines position peaked at $82K in Q2 2018.
886 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.