WQ
LUV icon

Wealth Quarterback’s Southwest Airlines LUV Stock Holding History

Wealth Quarterback’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
Q3 		$2K Hold
20
– – ﹤0.01% 726
2021
Q2 		$2K Buy
+20
New +$1.2K ﹤0.01% 756
2020
Q2 		– Sell
-20
Closed -$712 – 478
2020
Q1 		$712 Buy
20
+10
+100% +$496 ﹤0.01% 864
2019
Q4 		$549 Buy
+10
New +$555 ﹤0.01% 905

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Quarterback's LUV Position: Q3 2021 in Review

Wealth Quarterback held its Southwest Airlines (LUV) position steady in Q3 2021 at 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Wealth Quarterback first reported a position in LUV in Q4 2019 and has held it in 4 quarters since. 1,028 funds tracked by Wall St. Rank hold LUV as of Q3 2021.

  • Wealth Quarterback held 20 shares of Southwest Airlines worth $2K as of Q3 2021.
  • Wealth Quarterback left its Southwest Airlines share count unchanged in Q3 2021.
  • Southwest Airlines made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #726 holding.
  • Wealth Quarterback first reported a position in Southwest Airlines in Q4 2019 and has held it in 4 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.