Baird Financial Group
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Baird Financial Group’s Southwest Gas SWX Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-13,840
Closed -$969K – 1931
2021
Q4 		$969K Sell
13,840
-10
-0.1% -$689 ﹤0.01% 1209
2021
Q3 		$926K Sell
13,850
-1,100
-7% -$76.8K ﹤0.01% 1231
2021
Q2 		$990K Sell
14,950
-175
-1% -$11.9K ﹤0.01% 1184
2021
Q1 		$1.04M Sell
15,125
-1,125
-7% -$71.3K ﹤0.01% 1116
2020
Q4 		$987K Sell
16,250
-81,844
-83% -$5.39M ﹤0.01% 1003
2020
Q3 		$6.19M Sell
98,094
-6,031
-6% -$403K 0.02% 453
2020
Q2 		$7.19M Sell
104,125
-3,314
-3% -$241K 0.03% 403
2020
Q1 		$7.47M Sell
107,439
-13,453
-11% -$967K 0.03% 362
2019
Q4 		$9.18M Sell
120,892
-9,183
-7% -$747K 0.03% 390
2019
Q3 		$11.8M Buy
130,075
+1,509
+1% +$136K 0.05% 330
2019
Q2 		$11.5M Buy
128,566
+24,491
+24% +$2.08M 0.04% 338
2019
Q1 		$8.56M Buy
104,075
+21,078
+25% +$1.69M 0.05% 340
2018
Q4 		$6.35M Buy
82,997
+60,396
+267% +$4.85M 0.04% 376
2018
Q3 		$1.78M Sell
22,601
-174
-0.8% -$13.8K 0.01% 703
2018
Q2 		$1.74M Sell
22,775
-2,300
-9% -$168K 0.01% 698
2018
Q1 		$1.7M Buy
+25,075
New +$1.78M 0.01% 678

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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

Baird Financial Group's SWX Position: Q1 2022 in Review

Baird Financial Group sold out of Southwest Gas (SWX) in Q1 2022, closing a stake of 13,840 shares — an estimated $969K sold.

Baird Financial Group first reported a position in SWX in Q1 2018 and held it in 16 quarters. The position peaked at $11.8M in Q3 2019. 310 funds tracked by Wall St. Rank hold SWX as of Q1 2022.

  • Baird Financial Group reported no remaining Southwest Gas position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 13,840 Southwest Gas shares in Q1 2022, an estimated $969K.
  • Baird Financial Group first reported a position in Southwest Gas in Q1 2018 and held it in 16 quarters.
  • Baird Financial Group's Southwest Gas position peaked at $11.8M in Q3 2019.
  • 310 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.