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WealthPlan Investment Management’s Southwest Airlines LUV Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-8,953
Closed -$314K – 514
2022
Q4 		$314K Sell
8,953
-142
-2% -$5.12K 0.02% 307
2022
Q3 		$344K Buy
+9,095
New +$341K 0.03% 287
2022
Q1 		$481K Buy
+10,286
New +$452K 0.03% 256

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State Street
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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WealthPlan Investment Management's LUV Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Southwest Airlines (LUV) in Q1 2023, closing a stake of 8,953 shares — an estimated $314K sold.

WealthPlan Investment Management first reported a position in LUV in Q1 2022 and held it in 3 quarters. The position peaked at $481K in Q1 2022. 851 funds tracked by Wall St. Rank hold LUV as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Southwest Airlines position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 8,953 Southwest Airlines shares in Q1 2023, an estimated $314K.
  • WealthPlan Investment Management first reported a position in Southwest Airlines in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Southwest Airlines position peaked at $481K in Q1 2022.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.