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Burleson & Co’s Southwest Gas SWX Stock Holding History

Burleson & Co’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
Q4 		$2.9K Hold
47
– – ﹤0.01% 325
2022
Q3 		$3K Hold
47
– – ﹤0.01% 335
2022
Q2 		$4K Hold
47
– – ﹤0.01% 305
2022
Q1 		$4K Hold
47
– – ﹤0.01% 311
2021
Q4 		$3K Hold
47
– – ﹤0.01% 307
2021
Q3 		$3K Hold
47
– – ﹤0.01% 305
2021
Q2 		$3K Hold
47
– – ﹤0.01% 310
2021
Q1 		$3K Buy
+47
New +$2.98K ﹤0.01% 304

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burleson & Co's SWX Position: Q4 2022 in Review

Burleson & Co held its Southwest Gas (SWX) position steady in Q4 2022 at 47 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Burleson & Co first reported a position in SWX in Q1 2021 and has held it in 8 quarters since. The position peaked at $4K in Q2 2022. 297 funds tracked by Wall St. Rank hold SWX as of Q4 2022.

  • Burleson & Co held 47 shares of Southwest Gas worth $2.9K as of Q4 2022.
  • Burleson & Co left its Southwest Gas share count unchanged in Q4 2022.
  • Southwest Gas made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #325 holding.
  • Burleson & Co first reported a position in Southwest Gas in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Southwest Gas position peaked at $4K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.