VWA
LUV icon

V Wealth Advisors’s Southwest Airlines LUV Stock Holding History

V Wealth 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
-1,000
Closed -$43K – 463
2021
Q4 		$43K Buy
+1,000
New +$46.9K 0.01% 451

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

V Wealth Advisors's LUV Position: Q3 2023 in Review

V Wealth Advisors sold out of Southwest Airlines (LUV) in Q3 2023, closing a stake of 9,938 shares — an estimated $360K sold.

V Wealth Advisors first reported a position in LUV in Q1 2016 and held it in 30 quarters. The position peaked at $2.96M in Q4 2017. 766 funds tracked by Wall St. Rank hold LUV as of Q3 2023.

  • V Wealth Advisors reported no remaining Southwest Airlines position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 9,938 Southwest Airlines shares in Q3 2023, an estimated $360K.
  • V Wealth Advisors first reported a position in Southwest Airlines in Q1 2016 and held it in 30 quarters.
  • V Wealth Advisors's Southwest Airlines position peaked at $2.96M in Q4 2017.
  • 766 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.