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Byrne Asset Management’s Southwest Gas SWX Stock Holding History

Byrne Asset Management’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
2023
Q4 		– Sell
-330
Closed -$20K – 576
2023
Q3 		$20K Hold
330
– – 0.02% 269
2023
Q2 		$21K Buy
330
+20
+6% +$1.18K 0.01% 321
2023
Q1 		$19K Sell
310
-246
-44% -$15.7K 0.01% 320
2022
Q4 		$34.4K Buy
556
+252
+83% +$17.1K 0.02% 260
2022
Q3 		$21K Buy
304
+14
+5% +$1.14K 0.02% 286
2022
Q2 		$25K Buy
290
+30
+12% +$2.65K 0.02% 247
2022
Q1 		$20K Buy
+260
New +$18.2K 0.01% 310

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Byrne Asset Management's SWX Position: Q4 2023 in Review

Byrne Asset Management sold out of Southwest Gas (SWX) in Q4 2023, closing a stake of 330 shares — an estimated $20K sold.

Byrne Asset Management first reported a position in SWX in Q1 2022 and held it in 7 quarters. The position peaked at $34.4K in Q4 2022. 279 funds tracked by Wall St. Rank hold SWX as of Q4 2023.

  • Byrne Asset Management reported no remaining Southwest Gas position as of Q4 2023 after selling out during the quarter.
  • Byrne Asset Management sold 330 Southwest Gas shares in Q4 2023, an estimated $20K.
  • Byrne Asset Management first reported a position in Southwest Gas in Q1 2022 and held it in 7 quarters.
  • Byrne Asset Management's Southwest Gas position peaked at $34.4K in Q4 2022.
  • 279 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2023.

Based on Byrne Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.