RCWM
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Royal Capital Wealth Management’s Southwest Airlines LUV Stock Holding History

Royal Capital 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
2022
Q2 		– Sell
-4,775
Closed -$219K – 100
2022
Q1 		$219K Hold
4,775
– – 0.21% 94
2021
Q4 		$205K Buy
+4,775
New +$224K 0.2% 102

Other funds holding LUV

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Capital Wealth Management's LUV Position: Q2 2022 in Review

Royal Capital Wealth Management sold out of Southwest Airlines (LUV) in Q2 2022, closing a stake of 4,775 shares — an estimated $219K sold.

Royal Capital Wealth Management first reported a position in LUV in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q1 2022. 947 funds tracked by Wall St. Rank hold LUV as of Q2 2022.

  • Royal Capital Wealth Management reported no remaining Southwest Airlines position as of Q2 2022 after selling out during the quarter.
  • Royal Capital Wealth Management sold 4,775 Southwest Airlines shares in Q2 2022, an estimated $219K.
  • Royal Capital Wealth Management first reported a position in Southwest Airlines in Q4 2021 and held it in 2 quarters.
  • Royal Capital Wealth Management's Southwest Airlines position peaked at $219K in Q1 2022.
  • 947 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2022.

Based on Royal Capital Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.