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Ameritas Advisory Services’s Southwest Gas SWX Stock Holding History

Ameritas Advisory Services’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
Q2 		– Sell
-20
Closed -$1.15K – 2300
2023
Q1 		$1.15K Buy
+20
New +$1.27K ﹤0.01% 2521

Other funds holding SWX

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Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Ameritas Advisory Services's SWX Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 20 shares — an estimated $1.15K sold.

Ameritas Advisory Services first reported a position in SWX in Q1 2023 and held it in 1 quarter. The position peaked at $1.15K in Q1 2023. 271 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 20 Southwest Gas shares in Q2 2023, an estimated $1.15K.
  • Ameritas Advisory Services first reported a position in Southwest Gas in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Southwest Gas position peaked at $1.15K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.