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Bruce G. Allen Investments’s Southwest Gas SWX Stock Holding History

Bruce G. Allen Investments’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
2024
Q1 		– Sell
-3
Closed -$190 – 1029
2023
Q4 		$190 Buy
+3
New +$180 ﹤0.01% 995

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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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bruce G. Allen Investments's SWX Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of Southwest Gas (SWX) in Q1 2024, closing a stake of 3 shares — an estimated $190 sold.

Bruce G. Allen Investments first reported a position in SWX in Q4 2023 and held it in 1 quarter. The position peaked at $190 in Q4 2023. 286 funds tracked by Wall St. Rank hold SWX as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining Southwest Gas position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 3 Southwest Gas shares in Q1 2024, an estimated $190.
  • Bruce G. Allen Investments first reported a position in Southwest Gas in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's Southwest Gas position peaked at $190 in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.