Clarus Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Clarus Wealth 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 Q1	–	Sell	-8,140	Closed	-$244K	–	138
2023 Q4	$244K	Buy	+8,140	New	+$212K	0.14%	103
2021 Q1	–	Sell	-4,638	Closed	-$220K	–	134
2020 Q4	$220K	Buy	+4,638	New	+$201K	0.15%	121
2019 Q3	–	Sell	-1,578	Closed	-$80K	–	391
2019 Q2	$80K	Hold	1,578	–	–	0.06%	222
2019 Q1	$82K	Sell	1,578 -191	-11%	-$10.1K	0.06%	223
2018 Q4	$82K	Hold	1,769	–	–	0.13%	195
2018 Q3	$110K	Sell	1,769 -97	-5%	-$5.67K	0.07%	197
2018 Q2	$107K	Buy	+1,866	New	+$98.3K	0.08%	190

Other funds holding LUV

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Clarus Wealth Advisors's LUV Position: Q1 2024 in Review

Clarus Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2024, closing a stake of 8,140 shares — an estimated $244K sold.

Clarus Wealth Advisors first reported a position in LUV in Q2 2018 and held it in 7 quarters. The position peaked at $244K in Q4 2023. 788 funds tracked by Wall St. Rank hold LUV as of Q1 2024.

Clarus Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 8,140 Southwest Airlines shares in Q1 2024, an estimated $244K.
Clarus Wealth Advisors first reported a position in Southwest Airlines in Q2 2018 and held it in 7 quarters.
Clarus Wealth Advisors's Southwest Airlines position peaked at $244K in Q4 2023.
788 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2024.

Based on Clarus Wealth Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.