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Advisor Partners II’s Southwest Gas SWX Stock Holding History

Advisor Partners II’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
Q3 		$685K Buy
+11,338
New +$723K 0.03% 597

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
CM
Corvex Management New York $2.52B AUM 25.53% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Advisor Partners II's SWX Position: Q3 2023 in Review

Advisor Partners II opened a new position in Southwest Gas (SWX) in Q3 2023: 11,338 shares worth $685K. The stake represents 0.03% of the portfolio and ranks #597 among its holdings.

278 funds tracked by Wall St. Rank hold SWX as of Q3 2023.

  • Advisor Partners II held 11,338 shares of Southwest Gas worth $685K as of Q3 2023.
  • Southwest Gas was a new Advisor Partners II position in Q3 2023.
  • Southwest Gas made up 0.03% of Advisor Partners II's portfolio in Q3 2023, its #597 holding.
  • 278 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.