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Bell Investment Advisors’s
Southwest Gas
SWX
Stock Holding History
Bell Investment Advisors’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
2026
Q1
$24.9K
Buy
287
+47
+20%
+$4.01K
﹤0.01%
390
2025
Q4
$19.2K
Sell
240
-49
-17%
-$3.92K
﹤0.01%
458
2025
Q3
$22.6K
Hold
289
–
–
﹤0.01%
379
2025
Q2
$21.5K
Buy
289
+34
+13%
+$2.45K
﹤0.01%
403
2025
Q1
$18.3K
Buy
255
+8
+3%
+$592
﹤0.01%
416
2024
Q4
$17.5K
Sell
247
-6
-2%
-$446
﹤0.01%
428
2024
Q3
$18.7K
Hold
253
–
–
﹤0.01%
420
2024
Q2
$17.8K
Buy
253
+31
+14%
+$2.32K
﹤0.01%
419
2024
Q1
$16.9K
Sell
222
-22
-9%
-$1.43K
﹤0.01%
415
2023
Q4
$15.5K
Buy
244
+75
+44%
+$4.51K
﹤0.01%
419
2023
Q3
$10.2K
Sell
169
-28
-14%
-$1.79K
﹤0.01%
499
2023
Q2
$12.5K
Buy
197
+103
+110%
+$6.09K
﹤0.01%
433
2023
Q1
$5.87K
Sell
94
-35
-27%
-$2.23K
﹤0.01%
705
2022
Q4
$7.98K
Buy
129
+7
+6%
+$476
﹤0.01%
575
2022
Q3
$9K
Sell
122
-2
-2%
-$162
﹤0.01%
455
2022
Q2
$11K
Buy
+124
New
+$10.9K
﹤0.01%
413
2021
Q4
$9K
Buy
127
+7
+6%
+$482
﹤0.01%
534
2021
Q3
$8K
Buy
+120
New
+$8.37K
﹤0.01%
541
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1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
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$2.52B AUM
25.53%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
Vanguard Capital Management
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$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
MC
Maverick Capital
Dallas, Texas
$8.6B AUM
48.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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