VBFG
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Vishria Bird Financial Group’s Southwest Airlines LUV Stock Holding History

Vishria Bird Financial Group’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
-79,825
Closed -$4.11M – 68
2021
Q3 		$4.11M Buy
79,825
+976
+1% +$49.3K 2.15% 18
2021
Q2 		$4.19M Sell
78,849
-1,719
-2% -$103K 2.06% 20
2021
Q1 		$4.92M Buy
80,568
+984
+1% +$52.4K 2.71% 16
2020
Q4 		$3.71M Buy
+79,584
New +$3.45M 2.11% 18

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
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

Vishria Bird Financial Group's LUV Position: Q4 2021 in Review

Vishria Bird Financial Group sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 79,825 shares — an estimated $4.11M sold.

Vishria Bird Financial Group first reported a position in LUV in Q4 2020 and held it in 4 quarters. The position peaked at $4.92M in Q1 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

  • Vishria Bird Financial Group reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
  • Vishria Bird Financial Group sold 79,825 Southwest Airlines shares in Q4 2021, an estimated $4.11M.
  • Vishria Bird Financial Group first reported a position in Southwest Airlines in Q4 2020 and held it in 4 quarters.
  • Vishria Bird Financial Group's Southwest Airlines position peaked at $4.92M in Q1 2021.
  • 996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Vishria Bird Financial Group's 13F filing for Q4 2021, filed 27 Jan 2022.