SWM
LUV icon

Selective Wealth Management’s Southwest Airlines LUV Stock Holding History

Selective 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
2021
Q4 		– Sell
-335
Closed -$17K – 686
2021
Q3 		$17K Buy
+335
New +$16.9K 0.01% 381

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

Selective Wealth Management's LUV Position: Q4 2021 in Review

Selective Wealth Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 335 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in LUV in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Selective Wealth Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 335 Southwest Airlines shares in Q4 2021, an estimated $17K.
  • Selective Wealth Management first reported a position in Southwest Airlines in Q3 2021 and held it in 1 quarter.
  • Selective Wealth Management's Southwest Airlines position peaked at $17K in Q3 2021.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.