SteelPeak Wealth’s Southwest Airlines LUV Stock Holding History

SteelPeak Wealth’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
2020 Q4	–	Sell	-400	Closed	-$15K	–	349
2020 Q3	$15K	Buy	+400	New	+$14.2K	﹤0.01%	294

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SteelPeak Wealth's LUV Position: Q3 2021 in Review

SteelPeak Wealth sold out of Southwest Airlines (LUV) in Q3 2021, closing a stake of 20,379 shares — an estimated $1.08M sold.

SteelPeak Wealth first reported a position in LUV in Q4 2019 and held it in 6 quarters. The position peaked at $1.21M in Q1 2021. 1,028 funds tracked by Wall St. Rank hold LUV as of Q3 2021.

SteelPeak Wealth reported no remaining Southwest Airlines position as of Q3 2021 after selling out during the quarter.
SteelPeak Wealth sold 20,379 Southwest Airlines shares in Q3 2021, an estimated $1.08M.
SteelPeak Wealth first reported a position in Southwest Airlines in Q4 2019 and held it in 6 quarters.
SteelPeak Wealth's Southwest Airlines position peaked at $1.21M in Q1 2021.
1,028 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2021.

Based on SteelPeak Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.