Wilbanks Smith & Thomas Asset Management’s Southwest Airlines LUV Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q4	–	Sell	-4,019	Closed	-$207K	–	514
2021 Q3	$207K	Hold	4,019	–	–	0.01%	478
2021 Q2	$213K	Hold	4,019	–	–	0.01%	465
2021 Q1	$245K	Buy	+4,019	New	+$214K	0.01%	415
2020 Q1	–	Sell	-4,957	Closed	-$268K	–	413
2019 Q4	$268K	Buy	+4,957	New	+$275K	0.02%	347
2018 Q4	–	Sell	-349	Closed	-$22K	–	901
2018 Q3	$22K	Buy	+349	New	+$20.4K	﹤0.01%	861

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LUV Position: Q4 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of Southwest Airlines (LUV) in Q4 2021, closing a stake of 4,019 shares — an estimated $207K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LUV in Q3 2018 and held it in 5 quarters. The position peaked at $268K in Q4 2019. 996 funds tracked by Wall St. Rank hold LUV as of Q4 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining Southwest Airlines position as of Q4 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,019 Southwest Airlines shares in Q4 2021, an estimated $207K.
Wilbanks Smith & Thomas Asset Management first reported a position in Southwest Airlines in Q3 2018 and held it in 5 quarters.
Wilbanks Smith & Thomas Asset Management's Southwest Airlines position peaked at $268K in Q4 2019.
996 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2021, filed 8 Feb 2022.