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Wealthspire Advisors (Maryland)’s Southwest Airlines LUV Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-5,752
Closed -$311K – 473
2019
Q4 		$311K Buy
5,752
+93
+2% +$5.16K 0.02% 370
2019
Q3 		$306K Sell
5,659
-96
-2% -$5.02K 0.02% 344
2019
Q2 		$292K Sell
5,755
-275
-5% -$14.2K 0.02% 360
2019
Q1 		$313K Sell
6,030
-13
-0.2% -$686 0.02% 346
2018
Q4 		$281K Sell
6,043
-137
-2% -$7.28K 0.03% 335
2018
Q3 		$386K Buy
6,180
+58
+0.9% +$3.39K 0.03% 293
2018
Q2 		$311K Sell
6,122
-94
-2% -$4.95K 0.03% 352
2018
Q1 		$356K Sell
6,216
-1,112
-15% -$66.8K 0.03% 318
2017
Q4 		$480K Sell
7,328
-1,292
-15% -$76K 0.05% 256
2017
Q3 		$483K Sell
8,620
-1,278
-13% -$71.7K 0.05% 245
2017
Q2 		$615K Sell
9,898
-923
-9% -$53.7K 0.07% 190
2017
Q1 		$582K Sell
10,821
-491
-4% -$26.4K 0.08% 159
2016
Q4 		$564K Buy
11,312
+390
+4% +$17.5K 0.08% 157
2016
Q3 		$425K Buy
10,922
+3,076
+39% +$117K 0.07% 199
2016
Q2 		$308K Buy
7,846
+955
+14% +$40.9K 0.05% 246
2016
Q1 		$309K Sell
6,891
-106
-2% -$4.31K 0.05% 248
2015
Q4 		$301K Buy
+6,997
New +$310K 0.06% 257

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LUV Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Southwest Airlines (LUV) in Q1 2020, closing a stake of 5,752 shares — an estimated $311K sold.

Wealthspire Advisors (Maryland) first reported a position in LUV in Q4 2015 and held it in 17 quarters. The position peaked at $615K in Q2 2017. 796 funds tracked by Wall St. Rank hold LUV as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Southwest Airlines position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,752 Southwest Airlines shares in Q1 2020, an estimated $311K.
  • Wealthspire Advisors (Maryland) first reported a position in Southwest Airlines in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Southwest Airlines position peaked at $615K in Q2 2017.
  • 796 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.