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Robertson Stephens Wealth Management’s Southwest Airlines LUV Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-6,010
Closed -$202K – 454
2022
Q4 		$202K Buy
+6,010
New +$217K 0.02% 396

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Artisan Partners
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PI
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Robertson Stephens Wealth Management's LUV Position: Q1 2023 in Review

Robertson Stephens Wealth Management sold out of Southwest Airlines (LUV) in Q1 2023, closing a stake of 6,010 shares — an estimated $202K sold.

Robertson Stephens Wealth Management first reported a position in LUV in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 851 funds tracked by Wall St. Rank hold LUV as of Q1 2023.

  • Robertson Stephens Wealth Management reported no remaining Southwest Airlines position as of Q1 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 6,010 Southwest Airlines shares in Q1 2023, an estimated $202K.
  • Robertson Stephens Wealth Management first reported a position in Southwest Airlines in Q4 2022 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Southwest Airlines position peaked at $202K in Q4 2022.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.