WT Wealth Management’s Southwest Airlines LUV Stock Holding History

WT Wealth 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
2024 Q1	–	Sell	-52,898	Closed	-$1.53M	–	113
2023 Q4	$1.53M	Buy	52,898 +8,364	+19%	+$218K	0.61%	51
2023 Q3	$1.21M	Buy	44,534 +10,808	+32%	+$353K	0.52%	56
2023 Q2	$1.23M	Buy	33,726 +1,327	+4%	+$41.6K	0.51%	54
2023 Q1	$1.05M	Buy	32,399 +327	+1%	+$11.1K	0.46%	66
2022 Q4	$1.08M	Buy	+32,072	New	+$1.16M	0.52%	63
2021 Q3	–	Sell	-19,859	Closed	-$1.05M	–	128
2021 Q2	$1.05M	Buy	19,859 +336	+2%	+$20.1K	0.43%	78
2021 Q1	$1.19M	Buy	+19,523	New	+$1.04M	0.55%	55
2020 Q4	–	Sell	-6,965	Closed	-$261K	–	114
2020 Q3	$261K	Sell	6,965 -14,392	-67%	-$511K	0.17%	96
2020 Q2	$729K	Buy	21,357 +8,885	+71%	+$282K	0.59%	42
2020 Q1	$444K	Buy	+12,472	New	+$618K	0.47%	46

Other funds holding LUV

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WT Wealth Management's LUV Position: Q1 2024 in Review

WT Wealth Management sold out of Southwest Airlines (LUV) in Q1 2024, closing a stake of 52,898 shares — an estimated $1.53M sold.

WT Wealth Management first reported a position in LUV in Q1 2020 and held it in 10 quarters. The position peaked at $1.53M in Q4 2023. 788 funds tracked by Wall St. Rank hold LUV as of Q1 2024.

WT Wealth Management reported no remaining Southwest Airlines position as of Q1 2024 after selling out during the quarter.
WT Wealth Management sold 52,898 Southwest Airlines shares in Q1 2024, an estimated $1.53M.
WT Wealth Management first reported a position in Southwest Airlines in Q1 2020 and held it in 10 quarters.
WT Wealth Management's Southwest Airlines position peaked at $1.53M in Q4 2023.
788 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2024.

Based on WT Wealth Management's 13F filing for Q1 2024, filed 21 Oct 2024.