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TD Ameritrade Investment Management’s Southwest Airlines LUV Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-53
Closed -$2K – 282
2023
Q2 		$2K Hold
53
– – ﹤0.01% 461
2023
Q1 		$2K Hold
53
– – ﹤0.01% 492
2022
Q4 		$2K Buy
53
+15
+39% +$541 ﹤0.01% 503
2022
Q3 		$1K Hold
38
– – ﹤0.01% 558
2022
Q2 		$1K Sell
38
-197
-84% -$8.47K ﹤0.01% 584
2022
Q1 		$11K Hold
235
– – ﹤0.01% 485
2021
Q4 		$10K Buy
+235
New +$11K ﹤0.01% 488
2020
Q3 		– Sell
-1,069
Closed -$37K – 645
2020
Q2 		$37K Buy
1,069
+71
+7% +$2.26K ﹤0.01% 342
2020
Q1 		$36K Sell
998
-344
-26% -$17.1K ﹤0.01% 323
2019
Q4 		$72K Buy
1,342
+110
+9% +$6.1K ﹤0.01% 276
2019
Q3 		$67K Buy
1,232
+40
+3% +$2.09K ﹤0.01% 251
2019
Q2 		$61K Buy
1,192
+11
+0.9% +$570 ﹤0.01% 242
2019
Q1 		$61K Buy
1,181
+107
+10% +$5.64K ﹤0.01% 226
2018
Q4 		$50K Buy
1,074
+575
+115% +$30.5K ﹤0.01% 229
2018
Q3 		$31K Buy
499
+429
+613% +$25.1K ﹤0.01% 244
2018
Q2 		$4K Buy
+70
New +$3.69K ﹤0.01% 277

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TD Ameritrade Investment Management's LUV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Southwest Airlines (LUV) in Q3 2023, closing a stake of 53 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in LUV in Q2 2018 and held it in 16 quarters. The position peaked at $72K in Q4 2019. 766 funds tracked by Wall St. Rank hold LUV as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Southwest Airlines position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 53 Southwest Airlines shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Southwest Airlines in Q2 2018 and held it in 16 quarters.
  • TD Ameritrade Investment Management's Southwest Airlines position peaked at $72K in Q4 2019.
  • 766 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.