Waterfront Wealth’s Southwest Airlines LUV Stock Holding History

Waterfront Wealth’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 Q2	–	Sell	-3,483	Closed	-$214K	–	178
2021 Q1	$214K	Buy	+3,483	New	+$185K	0.11%	160

Other funds holding LUV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Waterfront Wealth's LUV Position: Q2 2021 in Review

Waterfront Wealth sold out of Southwest Airlines (LUV) in Q2 2021, closing a stake of 3,483 shares — an estimated $214K sold.

Waterfront Wealth first reported a position in LUV in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 1,030 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

Waterfront Wealth reported no remaining Southwest Airlines position as of Q2 2021 after selling out during the quarter.
Waterfront Wealth sold 3,483 Southwest Airlines shares in Q2 2021, an estimated $214K.
Waterfront Wealth first reported a position in Southwest Airlines in Q1 2021 and held it in 1 quarter.
Waterfront Wealth's Southwest Airlines position peaked at $214K in Q1 2021.
1,030 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on Waterfront Wealth's 13F filing for Q2 2021, filed 4 Aug 2021.