Benjamin F. Edwards & Company’s Southwest Gas SWX Stock Holding History

Benjamin F. Edwards & Company’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	-240	Closed	-$19K	–	1901
2022 Q1	$19K	Hold	240	–	–	﹤0.01%	1244
2021 Q4	$17K	Hold	240	–	–	﹤0.01%	1277
2021 Q3	$16K	Hold	240	–	–	﹤0.01%	1287
2021 Q2	$16K	Hold	240	–	–	﹤0.01%	1276
2021 Q1	$16K	Hold	240	–	–	﹤0.01%	1257
2020 Q4	$15K	Hold	240	–	–	﹤0.01%	1206
2020 Q3	$15K	Buy	+240	New	+$16K	﹤0.01%	1184
2019 Q4	–	Sell	-22	Closed	-$2K	–	1944
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	1764
2019 Q2	$2K	Buy	+22	New	+$1.87K	﹤0.01%	1810
2018 Q1	–	Sell	-38	Closed	-$3K	–	1674
2017 Q4	$3K	Hold	38	–	–	﹤0.01%	1447
2017 Q3	$3K	Hold	38	–	–	﹤0.01%	1408
2017 Q2	$3K	Hold	38	–	–	﹤0.01%	1332
2017 Q1	$3K	Hold	38	–	–	﹤0.01%	1246
2016 Q4	$3K	Hold	38	–	–	﹤0.01%	1129
2016 Q3	$3K	Hold	38	–	–	﹤0.01%	1023
2016 Q2	$3K	Hold	38	–	–	﹤0.01%	979
2016 Q1	$3K	Hold	38	–	–	﹤0.01%	992
2015 Q4	$2K	Hold	38	–	–	﹤0.01%	1082
2015 Q3	$2K	Hold	38	–	–	﹤0.01%	1079
2015 Q2	$2K	Hold	38	–	–	﹤0.01%	1113
2015 Q1	$2K	Hold	38	–	–	﹤0.01%	1084
2014 Q4	$2K	Hold	38	–	–	﹤0.01%	968
2014 Q3	$2K	Hold	38	–	–	﹤0.01%	937
2014 Q2	$2K	Hold	38	–	–	﹤0.01%	890
2014 Q1	$2K	Buy	+38	New	+$2.04K	﹤0.01%	854

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's SWX Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of Southwest Gas (SWX) in Q2 2022, closing a stake of 240 shares — an estimated $19K sold.

Benjamin F. Edwards & Company first reported a position in SWX in Q1 2014 and held it in 25 quarters. The position peaked at $19K in Q1 2022. 296 funds tracked by Wall St. Rank hold SWX as of Q2 2022.

Benjamin F. Edwards & Company reported no remaining Southwest Gas position as of Q2 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 240 Southwest Gas shares in Q2 2022, an estimated $19K.
Benjamin F. Edwards & Company first reported a position in Southwest Gas in Q1 2014 and held it in 25 quarters.
Benjamin F. Edwards & Company's Southwest Gas position peaked at $19K in Q1 2022.
296 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.