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Smith Salley Wealth Management’s Southwest Airlines LUV Stock Holding History

Smith Salley 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
2019
Q4 		– Sell
-3,788
Closed -$205K – 200
2019
Q3 		$205K Buy
+3,788
New +$198K 0.03% 185
2018
Q4 		– Sell
-3,760
Closed -$235K – 178
2018
Q3 		$235K Buy
+3,760
New +$220K 0.04% 172

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Vanguard Group
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BlackRock
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Boston Partners
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Ameriprise
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Salley Wealth Management's LUV Position: Q4 2019 in Review

Smith Salley Wealth Management sold out of Southwest Airlines (LUV) in Q4 2019, closing a stake of 3,788 shares — an estimated $205K sold.

Smith Salley Wealth Management first reported a position in LUV in Q3 2018 and held it in 2 quarters. The position peaked at $235K in Q3 2018. 899 funds tracked by Wall St. Rank hold LUV as of Q4 2019.

  • Smith Salley Wealth Management reported no remaining Southwest Airlines position as of Q4 2019 after selling out during the quarter.
  • Smith Salley Wealth Management sold 3,788 Southwest Airlines shares in Q4 2019, an estimated $205K.
  • Smith Salley Wealth Management first reported a position in Southwest Airlines in Q3 2018 and held it in 2 quarters.
  • Smith Salley Wealth Management's Southwest Airlines position peaked at $235K in Q3 2018.
  • 899 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2019.

Based on Smith Salley Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.