Wipfli Financial Advisors’s Southwest Airlines LUV Stock Holding History

Wipfli Financial 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
2022 Q3	$180K	Buy	+5,847	New	+$219K	0.01%	480

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

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

Wipfli Financial Advisors's LUV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Southwest Airlines (LUV) in Q3 2022: 5,847 shares worth $180K. The stake represents 0.01% of the portfolio and ranks #480 among its holdings.

884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

Wipfli Financial Advisors held 5,847 shares of Southwest Airlines worth $180K as of Q3 2022.
Southwest Airlines was a new Wipfli Financial Advisors position in Q3 2022.
Southwest Airlines made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #480 holding.
884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.