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Avior Wealth Management’s Southwest Gas SWX Stock Holding History

Avior 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
2025
Q1 		– Sell
-100
Closed -$7.07K – 2144
2024
Q4 		$7.07K Hold
100
– – ﹤0.01% 1742
2024
Q3 		$7.38K Hold
100
– – ﹤0.01% 1648
2024
Q2 		$7.04K Buy
100
+89
+809% +$6.67K ﹤0.01% 1621
2024
Q1 		$837 Buy
+11
New +$713 ﹤0.01% 2441

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

Avior Wealth Management's SWX Position: Q1 2025 in Review

Avior Wealth Management sold out of Southwest Gas (SWX) in Q1 2025, closing a stake of 100 shares — an estimated $7.07K sold.

Avior Wealth Management first reported a position in SWX in Q1 2024 and held it in 4 quarters. The position peaked at $7.38K in Q3 2024. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

  • Avior Wealth Management reported no remaining Southwest Gas position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 100 Southwest Gas shares in Q1 2025, an estimated $7.07K.
  • Avior Wealth Management first reported a position in Southwest Gas in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Southwest Gas position peaked at $7.38K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.