SIAG
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Safeguard Investment Advisory Group’s Southwest Airlines LUV Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-269
Closed -$12K – 442
2020
Q4 		$12K Buy
+269
New +$11.7K 0.01% 378

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State Street
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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Safeguard Investment Advisory Group's LUV Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Southwest Airlines (LUV) in Q1 2021, closing a stake of 269 shares — an estimated $12K sold.

Safeguard Investment Advisory Group first reported a position in LUV in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Southwest Airlines position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 269 Southwest Airlines shares in Q1 2021, an estimated $12K.
  • Safeguard Investment Advisory Group first reported a position in Southwest Airlines in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Southwest Airlines position peaked at $12K in Q4 2020.
  • 1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.