American Portfolios Advisors’s Southwest Gas SWX Stock Holding History

American Portfolios Advisors’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
2022 Q3	$26.9K	Sell	386 -2,201	-85%	-$179K	﹤0.01%	2034
2022 Q2	$225K	Buy	2,587 +1	+0%	+$88	0.01%	991
2022 Q1	$202K	Buy	2,586 +200	+8%	+$14K	0.01%	1154
2021 Q4	$167K	Hold	2,386	–	–	0.01%	1248
2021 Q3	$160K	Hold	2,386	–	–	0.01%	1228
2021 Q2	$158K	Hold	2,386	–	–	0.01%	1222
2021 Q1	$164K	Hold	2,386	–	–	0.01%	1110
2020 Q4	$145K	Buy	2,386 +10	+0.4%	+$659	0.01%	1009
2020 Q3	$150K	Hold	2,376	–	–	0.01%	917
2020 Q2	$164K	Hold	2,376	–	–	0.01%	807
2020 Q1	$165K	Hold	2,376	–	–	0.01%	710
2019 Q4	$181K	Buy	2,376 +376	+19%	+$30.6K	0.01%	776
2019 Q3	$182K	Hold	2,000	–	–	0.01%	745
2019 Q2	$179K	Hold	2,000	–	–	0.02%	749
2019 Q1	$165K	Hold	2,000	–	–	0.02%	703
2018 Q4	$153K	Hold	2,000	–	–	0.02%	598
2018 Q3	$158K	Hold	2,000	–	–	0.02%	672
2018 Q2	$153K	Hold	2,000	–	–	0.02%	662
2018 Q1	$135K	Hold	2,000	–	–	0.02%	658
2017 Q4	$161K	Buy	+2,000	New	+$162K	0.03%	582

Other funds holding SWX

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

American Portfolios Advisors's SWX Position: Q3 2022 in Review

American Portfolios Advisors reduced its Southwest Gas (SWX) stake by 85% in Q3 2022, selling an estimated $179K and leaving 386 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

American Portfolios Advisors first reported a position in SWX in Q4 2017 and has held it in 20 quarters since. The position peaked at $225K in Q2 2022. 288 funds tracked by Wall St. Rank hold SWX as of Q3 2022.

American Portfolios Advisors held 386 shares of Southwest Gas worth $26.9K as of Q3 2022.
American Portfolios Advisors sold 2,201 Southwest Gas shares in Q3 2022, an estimated $179K.
Southwest Gas made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2034 holding.
American Portfolios Advisors first reported a position in Southwest Gas in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Southwest Gas position peaked at $225K in Q2 2022.
288 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.