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Accurate Wealth Management’s Southwest Gas SWX Stock Holding History

Accurate 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
2023
Q1 		– Sell
-563
Closed -$37K – 1302
2022
Q4 		$37K Buy
+563
New +$38.3K 0.01% 529

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accurate Wealth Management's SWX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Southwest Gas (SWX) in Q1 2023, closing a stake of 563 shares — an estimated $37K sold.

Accurate Wealth Management first reported a position in SWX in Q4 2022 and held it in 1 quarter. The position peaked at $37K in Q4 2022. 280 funds tracked by Wall St. Rank hold SWX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Southwest Gas position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 563 Southwest Gas shares in Q1 2023, an estimated $37K.
  • Accurate Wealth Management first reported a position in Southwest Gas in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Southwest Gas position peaked at $37K in Q4 2022.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.