SPWG
LUV icon

Sage Private Wealth Group’s Southwest Airlines LUV Stock Holding History

Sage Private 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
2022
Q4 		– Sell
-200
Closed -$6K – 126
2022
Q3 		$6K Buy
+200
New +$7.49K 0.01% 165

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Sage Private Wealth Group's LUV Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Southwest Airlines (LUV) in Q4 2022, closing a stake of 200 shares — an estimated $6K sold.

Sage Private Wealth Group first reported a position in LUV in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 922 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Southwest Airlines position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 200 Southwest Airlines shares in Q4 2022, an estimated $6K.
  • Sage Private Wealth Group first reported a position in Southwest Airlines in Q3 2022 and held it in 1 quarter.
  • Sage Private Wealth Group's Southwest Airlines position peaked at $6K in Q3 2022.
  • 922 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.