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Avantax Advisory Services’s Southwest Gas SWX Stock Holding History

Avantax 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
2025
Q2 		$299K Buy
4,018
+629
+19% +$45.3K ﹤0.01% 1907
2025
Q1 		$243K Sell
3,389
-59
-2% -$4.37K ﹤0.01% 1976
2024
Q4 		$244K Sell
3,448
-88
-2% -$6.54K ﹤0.01% 1930
2024
Q3 		$261K Sell
3,536
-314
-8% -$22.7K ﹤0.01% 1857
2024
Q2 		$271K Buy
+3,850
New +$288K ﹤0.01% 1760

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avantax Advisory Services's SWX Position: Q2 2025 in Review

Avantax Advisory Services increased its Southwest Gas (SWX) stake by 19% in Q2 2025, buying an estimated $45.3K and bringing the position to 4,018 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Avantax Advisory Services first reported a position in SWX in Q2 2024 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Avantax Advisory Services held 4,018 shares of Southwest Gas worth $299K as of Q2 2025.
  • Avantax Advisory Services bought 629 Southwest Gas shares in Q2 2025, an estimated $45.3K.
  • Southwest Gas made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1907 holding.
  • Avantax Advisory Services first reported a position in Southwest Gas in Q2 2024 and has held it in 5 quarters since.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.