CWA
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Clearview Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Clearview 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
2023
Q3 		– Sell
-152
Closed -$5.5K – 403
2023
Q2 		$5.5K Hold
152
– – 0.01% 419
2023
Q1 		$4.95K Sell
152
-50
-25% -$1.7K 0.01% 430
2022
Q4 		$6.8K Sell
202
-250
-55% -$9.01K 0.01% 366
2022
Q3 		$14K Hold
452
– – 0.01% 299
2022
Q2 		$16K Sell
452
-70
-13% -$3.01K 0.01% 303
2022
Q1 		$24K Buy
522
+100
+24% +$4.4K 0.02% 276
2021
Q4 		$18K Buy
422
+100
+31% +$4.69K 0.01% 345
2021
Q3 		$17K Hold
322
– – 0.01% 360
2021
Q2 		$17K Hold
322
– – 0.01% 360
2021
Q1 		$20K Buy
322
+71
+28% +$3.78K 0.01% 329
2020
Q4 		$12K Buy
+251
New +$10.9K 0.01% 353

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Southwest Airlines (LUV) in Q3 2023, closing a stake of 152 shares — an estimated $5.5K sold.

Clearview Wealth Advisors first reported a position in LUV in Q4 2020 and held it in 11 quarters. The position peaked at $24K in Q1 2022. 766 funds tracked by Wall St. Rank hold LUV as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Southwest Airlines position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 152 Southwest Airlines shares in Q3 2023, an estimated $5.5K.
  • Clearview Wealth Advisors first reported a position in Southwest Airlines in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Southwest Airlines position peaked at $24K in Q1 2022.
  • 766 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2023.

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