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AGF Investments LLC’s Southwest Gas SWX Stock Holding History

AGF Investments LLC’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
2021
Q2 		– Sell
-534
Closed -$37K – 501
2021
Q1 		$37K Buy
534
+63
+13% +$3.99K ﹤0.01% 342
2020
Q4 		$29K Buy
+471
New +$31K ﹤0.01% 360
2020
Q1 		– Sell
-11,146
Closed -$847K – 655
2019
Q4 		$847K Buy
11,146
+6,153
+123% +$500K 0.16% 266
2019
Q3 		$455K Buy
4,993
+1,503
+43% +$135K 0.11% 280
2019
Q2 		$313K Buy
+3,490
New +$296K 0.07% 285
2018
Q4 		– Sell
-118
Closed -$9K – 816
2018
Q3 		$9K Sell
118
-118
-50% -$9.32K ﹤0.01% 704
2018
Q2 		$18 Buy
236
+208
+743% +$15.2K ﹤0.01% 669
2018
Q1 		$2K Sell
28
-76
-73% -$5.4K ﹤0.01% 618
2017
Q4 		$8K Sell
104
-12
-10% -$974 ﹤0.01% 651
2017
Q3 		$9K Hold
116
– – ﹤0.01% 640
2017
Q2 		$9K Sell
116
-112
-49% -$8.96K ﹤0.01% 627
2017
Q1 		$19K Buy
+228
New +$18.6K ﹤0.01% 382

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return