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Tiedemann Advisors’s Southwest Airlines LUV Stock Holding History

Tiedemann 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
Q2 		– Sell
-4,480
Closed -$205K – 283
2022
Q1 		$205K Buy
+4,480
New +$197K 0.01% 269
2020
Q4 		– Sell
-6,065
Closed -$228K – 341
2020
Q3 		$228K Buy
+6,065
New +$215K 0.01% 291

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Tiedemann Advisors's LUV Position: Q2 2022 in Review

Tiedemann Advisors sold out of Southwest Airlines (LUV) in Q2 2022, closing a stake of 4,480 shares — an estimated $205K sold.

Tiedemann Advisors first reported a position in LUV in Q3 2020 and held it in 2 quarters. The position peaked at $228K in Q3 2020. 947 funds tracked by Wall St. Rank hold LUV as of Q2 2022.

  • Tiedemann Advisors reported no remaining Southwest Airlines position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 4,480 Southwest Airlines shares in Q2 2022, an estimated $205K.
  • Tiedemann Advisors first reported a position in Southwest Airlines in Q3 2020 and held it in 2 quarters.
  • Tiedemann Advisors's Southwest Airlines position peaked at $228K in Q3 2020.
  • 947 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.