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Teamwork Financial Advisors’s Southwest Airlines LUV Stock Holding History

Teamwork Financial Advisors’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
Q1 		– Sell
-5,176
Closed -$222K – 300
2021
Q4 		$222K Sell
5,176
-68
-1% -$3.19K 0.04% 272
2021
Q3 		$270K Buy
5,244
+734
+16% +$37.1K 0.05% 227
2021
Q2 		$239K Buy
4,510
+1,032
+30% +$61.9K 0.05% 221
2021
Q1 		$212K Buy
+3,478
New +$185K 0.05% 223
2020
Q1 		– Sell
-4,040
Closed -$218K – 125
2019
Q4 		$218K Buy
+4,040
New +$224K 0.13% 103

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 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Teamwork Financial Advisors's LUV Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Southwest Airlines (LUV) in Q1 2022, closing a stake of 5,176 shares — an estimated $222K sold.

Teamwork Financial Advisors first reported a position in LUV in Q4 2019 and held it in 5 quarters. The position peaked at $270K in Q3 2021. 1,013 funds tracked by Wall St. Rank hold LUV as of Q1 2022.

  • Teamwork Financial Advisors reported no remaining Southwest Airlines position as of Q1 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 5,176 Southwest Airlines shares in Q1 2022, an estimated $222K.
  • Teamwork Financial Advisors first reported a position in Southwest Airlines in Q4 2019 and held it in 5 quarters.
  • Teamwork Financial Advisors's Southwest Airlines position peaked at $270K in Q3 2021.
  • 1,013 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.