Wealth Management Partners’s Southwest Airlines LUV Stock Holding History

Wealth Management Partners’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 Q4	–	Sell	-7,000	Closed	-$214K	–	101
2022 Q3	$214K	Hold	7,000	–	–	0.19%	89
2022 Q2	$242K	Sell	7,000 -1,000	-13%	-$43K	0.21%	87
2022 Q1	$384K	Sell	8,000 -3,000	-27%	-$132K	0.27%	67
2021 Q4	$453K	Buy	11,000 +1,283	+13%	+$60.2K	0.31%	66
2021 Q3	$500K	Sell	9,717 -2,674	-22%	-$135K	0.37%	60
2021 Q2	$658K	Sell	12,391 -82	-0.7%	-$4.92K	0.46%	55
2021 Q1	$792K	Sell	12,473 -1,098	-8%	-$58.4K	0.59%	47
2020 Q4	$622K	Buy	+13,571	New	+$588K	0.49%	51

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wealth Management Partners's LUV Position: Q4 2022 in Review

Wealth Management Partners sold out of Southwest Airlines (LUV) in Q4 2022, closing a stake of 7,000 shares — an estimated $214K sold.

Wealth Management Partners first reported a position in LUV in Q4 2020 and held it in 8 quarters. The position peaked at $792K in Q1 2021. 922 funds tracked by Wall St. Rank hold LUV as of Q4 2022.

Wealth Management Partners reported no remaining Southwest Airlines position as of Q4 2022 after selling out during the quarter.
Wealth Management Partners sold 7,000 Southwest Airlines shares in Q4 2022, an estimated $214K.
Wealth Management Partners first reported a position in Southwest Airlines in Q4 2020 and held it in 8 quarters.
Wealth Management Partners's Southwest Airlines position peaked at $792K in Q1 2021.
922 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2022.

Based on Wealth Management Partners's 13F filing for Q4 2022, filed 20 Jan 2023.