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TrueWealth LLC’s Southwest Airlines LUV Stock Holding History

TrueWealth LLC’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
2020
Q2 		$1K Buy
+37
New +$1.18K ﹤0.01% 686
2018
Q1 		– Sell
-19
Closed -$1K – 868
2017
Q4 		$1K Buy
+19
New +$1.12K ﹤0.01% 868

Other funds holding LUV

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

TrueWealth LLC's LUV Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Southwest Airlines (LUV) in Q2 2020: 37 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: TrueWealth LLC previously reported a position in LUV as recently as Q4 2017.

TrueWealth LLC first reported a position in LUV in Q4 2017 and has held it in 2 quarters since. 884 funds tracked by Wall St. Rank hold LUV as of Q2 2020.

  • TrueWealth LLC held 37 shares of Southwest Airlines worth $1K as of Q2 2020.
  • Southwest Airlines was a new TrueWealth LLC position in Q2 2020.
  • Southwest Airlines made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #686 holding.
  • TrueWealth LLC first reported a position in Southwest Airlines in Q4 2017 and has held it in 2 quarters since.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.