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Vigilare Wealth Management’s Southwest Airlines LUV Stock Holding History

Vigilare 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
-7,750
Closed -$399K – 187
2021
Q3 		$399K Buy
7,750
+1,625
+27% +$82.1K 0.25% 111
2021
Q2 		$325K Sell
6,125
-450
-7% -$27K 0.2% 133
2021
Q1 		$401K Buy
6,575
+1,675
+34% +$89.1K 0.28% 99
2020
Q4 		$228K Buy
+4,900
New +$212K 0.22% 117

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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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

Vigilare Wealth Management's LUV Position: Q4 2021 in Review

Vigilare Wealth Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 7,750 shares — an estimated $399K sold.

Vigilare Wealth Management first reported a position in LUV in Q4 2020 and held it in 4 quarters. The position peaked at $401K in Q1 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Vigilare Wealth Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Vigilare Wealth Management sold 7,750 Southwest Airlines shares in Q4 2021, an estimated $399K.
  • Vigilare Wealth Management first reported a position in Southwest Airlines in Q4 2020 and held it in 4 quarters.
  • Vigilare Wealth Management's Southwest Airlines position peaked at $401K in Q1 2021.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Vigilare Wealth Management's 13F filing for Q4 2021, filed 7 Jan 2022.