Able Wealth Management’s Southwest Gas SWX Stock Holding History

Able Wealth Management’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-165	Closed	-$10.5K	–	515
2023 Q4	$10.5K	Buy	+165	New	+$9.92K	0.01%	275

Other funds holding SWX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Able Wealth Management's SWX Position: Q1 2024 in Review

Able Wealth Management sold out of Southwest Gas (SWX) in Q1 2024, closing a stake of 165 shares — an estimated $10.5K sold.

Able Wealth Management first reported a position in SWX in Q4 2023 and held it in 1 quarter. The position peaked at $10.5K in Q4 2023. 286 funds tracked by Wall St. Rank hold SWX as of Q1 2024.

Able Wealth Management reported no remaining Southwest Gas position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 165 Southwest Gas shares in Q1 2024, an estimated $10.5K.
Able Wealth Management first reported a position in Southwest Gas in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Southwest Gas position peaked at $10.5K in Q4 2023.
286 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.