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Arista Wealth Management’s Southwest Gas SWX Stock Holding History

Arista 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
Q3 		– Sell
-4,961
Closed -$316K – 59
2023
Q2 		$316K Sell
4,961
-20
-0.4% -$1.18K 0.13% 43
2023
Q1 		$311K Hold
4,981
– – 0.17% 44
2022
Q4 		$308K Buy
+4,981
New +$339K 0.19% 47

Other funds holding SWX

IC
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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Arista Wealth Management's SWX Position: Q3 2023 in Review

Arista Wealth Management sold out of Southwest Gas (SWX) in Q3 2023, closing a stake of 4,961 shares — an estimated $316K sold.

Arista Wealth Management first reported a position in SWX in Q4 2022 and held it in 3 quarters. The position peaked at $316K in Q2 2023. 278 funds tracked by Wall St. Rank hold SWX as of Q3 2023.

  • Arista Wealth Management reported no remaining Southwest Gas position as of Q3 2023 after selling out during the quarter.
  • Arista Wealth Management sold 4,961 Southwest Gas shares in Q3 2023, an estimated $316K.
  • Arista Wealth Management first reported a position in Southwest Gas in Q4 2022 and held it in 3 quarters.
  • Arista Wealth Management's Southwest Gas position peaked at $316K in Q2 2023.
  • 278 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2023.

Based on Arista Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.