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AUA Capital Management’s Southwest Gas SWX Stock Holding History

AUA Capital 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
2022
Q2 		– Sell
-22
Closed -$2K – 382
2022
Q1 		$2K Hold
22
– – ﹤0.01% 306
2021
Q4 		$2K Sell
22
-3
-12% -$207 ﹤0.01% 297
2021
Q3 		$2K Sell
25
-12
-32% -$837 ﹤0.01% 292
2021
Q2 		$2K Sell
37
-5
-12% -$341 ﹤0.01% 284
2021
Q1 		$3K Hold
42
– – ﹤0.01% 261
2020
Q4 		$3K Buy
42
+19
+83% +$1.25K ﹤0.01% 242
2020
Q3 		$1K Buy
+23
New +$1.54K ﹤0.01% 314

Other funds holding SWX

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AUA Capital Management's SWX Position: Q2 2022 in Review

AUA Capital Management sold out of Southwest Gas (SWX) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

AUA Capital Management first reported a position in SWX in Q3 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 296 funds tracked by Wall St. Rank hold SWX as of Q2 2022.

  • AUA Capital Management reported no remaining Southwest Gas position as of Q2 2022 after selling out during the quarter.
  • AUA Capital Management sold 22 Southwest Gas shares in Q2 2022, an estimated $2K.
  • AUA Capital Management first reported a position in Southwest Gas in Q3 2020 and held it in 7 quarters.
  • AUA Capital Management's Southwest Gas position peaked at $3K in Q1 2021.
  • 296 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2022.

Based on AUA Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.