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Wetzel Investment Advisors’s Southwest Airlines LUV Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-321
Closed -$9.37K – 568
2024
Q2 		$9.37K Hold
321
– – 0.01% 474
2024
Q1 		$9.33K Hold
321
– – 0.01% 547
2023
Q4 		$9K Buy
+321
New +$8.35K 0.01% 554

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wetzel Investment Advisors's LUV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Southwest Airlines (LUV) in Q3 2024, closing a stake of 321 shares — an estimated $9.37K sold.

Wetzel Investment Advisors first reported a position in LUV in Q4 2023 and held it in 3 quarters. The position peaked at $9.37K in Q2 2024. 797 funds tracked by Wall St. Rank hold LUV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Southwest Airlines position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 321 Southwest Airlines shares in Q3 2024, an estimated $9.37K.
  • Wetzel Investment Advisors first reported a position in Southwest Airlines in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Southwest Airlines position peaked at $9.37K in Q2 2024.
  • 797 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.