Walled Lake Planning & Wealth Management’s Southwest Airlines LUV Stock Holding History

Walled Lake Planning & 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	-57	Closed	-$3K	–	228
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	302
2021 Q2	$3K	Hold	57	–	–	﹤0.01%	286
2021 Q1	$3K	Hold	57	–	–	﹤0.01%	279
2020 Q4	$3K	Hold	57	–	–	﹤0.01%	267
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	297
2020 Q2	$2K	Buy	+57	New	+$1.81K	﹤0.01%	291

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's LUV Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 57 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in LUV in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 57 Southwest Airlines shares in Q4 2021, an estimated $3K.
Walled Lake Planning & Wealth Management first reported a position in Southwest Airlines in Q2 2020 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's Southwest Airlines position peaked at $3K in Q3 2021.
996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.