BCA
SWX icon

Berman Capital Advisors’s Southwest Gas SWX Stock Holding History

Berman Capital 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
2021
Q3 		$2K Buy
+31
New +$2.16K ﹤0.01% 1744
2020
Q3 		– Sell
-15
Closed -$1K – 1764
2020
Q2 		$1K Buy
+15
New +$1.09K ﹤0.01% 1509

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's SWX Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Southwest Gas (SWX) in Q3 2021: 31 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1744 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in SWX as recently as Q2 2020.

Berman Capital Advisors first reported a position in SWX in Q2 2020 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold SWX as of Q3 2021.

  • Berman Capital Advisors held 31 shares of Southwest Gas worth $2K as of Q3 2021.
  • Southwest Gas was a new Berman Capital Advisors position in Q3 2021.
  • Southwest Gas made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1744 holding.
  • Berman Capital Advisors first reported a position in Southwest Gas in Q2 2020 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.