CPFP
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Clear Perspectives Financial Planning’s Southwest Airlines LUV Stock Holding History

Clear Perspectives Financial Planning’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 		– Sell
-441
Closed -$16K – 223
2022
Q2 		$16K Buy
441
+17
+4% +$731 0.01% 139
2022
Q1 		$19K Buy
+424
New +$18.6K 0.01% 140

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Perspectives Financial Planning's LUV Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of Southwest Airlines (LUV) in Q3 2022, closing a stake of 441 shares — an estimated $16K sold.

Clear Perspectives Financial Planning first reported a position in LUV in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 884 funds tracked by Wall St. Rank hold LUV as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining Southwest Airlines position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 441 Southwest Airlines shares in Q3 2022, an estimated $16K.
  • Clear Perspectives Financial Planning first reported a position in Southwest Airlines in Q1 2022 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's Southwest Airlines position peaked at $19K in Q1 2022.
  • 884 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.