YorkBridge Wealth Partners’s Southwest Airlines LUV Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-1,696	Closed	-$86K	–	455
2019 Q2	$86K	Buy	1,696 +69	+4%	+$3.58K	0.04%	309
2019 Q1	$84K	Buy	1,627 +607	+60%	+$32K	0.04%	302
2018 Q4	$47K	Sell	1,020 -464	-31%	-$24.6K	0.02%	336
2018 Q3	$92K	Sell	1,484 -256	-15%	-$15K	0.04%	296
2018 Q2	$89K	Buy	1,740 +500	+40%	+$26.3K	0.04%	305
2018 Q1	$68K	Sell	1,240 -16	-1%	-$961	0.03%	337
2017 Q4	$72K	Sell	1,256 -106	-8%	-$6.23K	0.03%	333
2017 Q3	$76K	Buy	1,362 +102	+8%	+$5.72K	0.04%	327
2017 Q2	$78K	Buy	1,260 +57	+5%	+$3.32K	0.04%	314
2017 Q1	$70K	Buy	+1,203	New	+$64.7K	0.04%	328

Other funds holding LUV

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

YorkBridge Wealth Partners's LUV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Southwest Airlines (LUV) in Q3 2019, closing a stake of 1,696 shares — an estimated $86K sold.

YorkBridge Wealth Partners first reported a position in LUV in Q1 2017 and held it in 10 quarters. The position peaked at $92K in Q3 2018. 849 funds tracked by Wall St. Rank hold LUV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Southwest Airlines position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,696 Southwest Airlines shares in Q3 2019, an estimated $86K.
YorkBridge Wealth Partners first reported a position in Southwest Airlines in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's Southwest Airlines position peaked at $92K in Q3 2018.
849 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.