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Clearview Wealth Advisors’s Alaska Air ALK Stock Holding History

Clearview Wealth Advisors’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38
Closed -$2.02K – 134
2023
Q2 		$2.02K Sell
38
-20
-34% -$909 ﹤0.01% 532
2023
Q1 		$2.43K Buy
58
+15
+35% +$704 ﹤0.01% 498
2022
Q4 		$1.85K Buy
43
+15
+54% +$661 ﹤0.01% 486
2022
Q3 		$1K Sell
28
-990
-97% -$43.5K ﹤0.01% 514
2022
Q2 		$41K Sell
1,018
-3,315
-77% -$162K 0.03% 205
2022
Q1 		$251K Sell
4,333
-200
-4% -$10.9K 0.16% 81
2021
Q4 		$236K Buy
4,533
+100
+2% +$5.41K 0.14% 102
2021
Q3 		$260K Buy
4,433
+100
+2% +$5.76K 0.16% 103
2021
Q2 		$261K Hold
4,333
– – 0.16% 103
2021
Q1 		$300K Hold
4,333
– – 0.19% 95
2020
Q4 		$225K Buy
+4,333
New +$195K 0.15% 102

Other funds holding ALK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearview Wealth Advisors's ALK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Alaska Air (ALK) in Q3 2023, closing a stake of 38 shares — an estimated $2.02K sold.

Clearview Wealth Advisors first reported a position in ALK in Q4 2020 and held it in 11 quarters. The position peaked at $300K in Q1 2021. 467 funds tracked by Wall St. Rank hold ALK as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Alaska Air position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 38 Alaska Air shares in Q3 2023, an estimated $2.02K.
  • Clearview Wealth Advisors first reported a position in Alaska Air in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Alaska Air position peaked at $300K in Q1 2021.
  • 467 funds tracked by Wall St. Rank held Alaska Air as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.