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Wealthcare Capital Management’s Southwest Airlines LUV Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-34
Closed -$2K – 409
2021
Q1 		$2K Buy
+34
New +$1.81K ﹤0.01% 579
2016
Q1 		– Sell
-95
Closed -$4K – 224
2015
Q4 		$4K Sell
95
-65
-41% -$2.88K ﹤0.01% 176
2015
Q3 		$6K Sell
160
-90
-36% -$3.32K ﹤0.01% 182
2015
Q2 		$8K Sell
250
-1,345
-84% -$52.6K ﹤0.01% 226
2015
Q1 		$71K Buy
+1,595
New +$69.7K 0.01% 192

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Primecap Management
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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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's LUV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Southwest Airlines (LUV) in Q2 2021, closing a stake of 34 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in LUV in Q1 2015 and held it in 5 quarters. The position peaked at $71K in Q1 2015. 1,030 funds tracked by Wall St. Rank hold LUV as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Southwest Airlines position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 34 Southwest Airlines shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Southwest Airlines in Q1 2015 and held it in 5 quarters.
  • Wealthcare Capital Management's Southwest Airlines position peaked at $71K in Q1 2015.
  • 1,030 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.