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Tower View Wealth Management’s Southwest Airlines LUV Stock Holding History

Tower View 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
2021
Q4 		– Sell
-5
Closed – – 212
2021
Q3 		$0 Hold
5
– – ﹤0.01% 231
2021
Q2 		$0 Hold
5
– – ﹤0.01% 186
2021
Q1 		$0 Buy
+5
New +$266 ﹤0.01% 203

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tower View Wealth Management's LUV Position: Q4 2021 in Review

Tower View Wealth Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 5 shares.

Tower View Wealth Management first reported a position in LUV in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Tower View Wealth Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 5 Southwest Airlines shares in Q4 2021.
  • Tower View Wealth Management first reported a position in Southwest Airlines in Q1 2021 and held it in 3 quarters.
  • Tower View Wealth Management's Southwest Airlines position peaked at $0 in Q3 2021.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.