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True Link Financial Advisors’s Southwest Airlines LUV Stock Holding History

True Link 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
-1,163
Closed -$194K – 213
2021
Q4 		$194K Hold
1,163
– – 0.03% 259
2021
Q3 		$169K Sell
1,163
-200
-15% -$10.1K 0.02% 257
2021
Q2 		$211K Buy
1,363
+88
+7% +$5.27K 0.03% 180
2021
Q1 		$169K Sell
1,275
-600
-32% -$31.9K 0.02% 273
2020
Q4 		$265K Buy
+1,875
New +$81.2K 0.04% 190

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

True Link Financial Advisors's LUV Position: Q1 2022 in Review

True Link Financial Advisors sold out of Southwest Airlines (LUV) in Q1 2022, closing a stake of 1,163 shares — an estimated $194K sold.

True Link Financial Advisors first reported a position in LUV in Q4 2020 and held it in 5 quarters. The position peaked at $265K in Q4 2020. 1,013 funds tracked by Wall St. Rank hold LUV as of Q1 2022.

  • True Link Financial Advisors reported no remaining Southwest Airlines position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 1,163 Southwest Airlines shares in Q1 2022, an estimated $194K.
  • True Link Financial Advisors first reported a position in Southwest Airlines in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's Southwest Airlines position peaked at $265K in Q4 2020.
  • 1,013 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.