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C.M. Bidwell & Associates’s Southwest Gas SWX Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-5
Closed -$381 – 526
2024
Q1 		$381 Sell
5
-52
-91% -$3.37K ﹤0.01% 461
2023
Q4 		$3.61K Buy
+57
New +$3.43K ﹤0.01% 358
2022
Q3 		– Sell
-1,240
Closed -$108K – 535
2022
Q2 		$108K Buy
+1,240
New +$109K 0.09% 206
2021
Q1 		– Sell
-495
Closed -$30K – 550
2020
Q4 		$30K Sell
495
-370
-43% -$24.4K 0.02% 321
2020
Q3 		$55K Buy
+865
New +$57.8K 0.05% 256

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
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

C.M. Bidwell & Associates's SWX Position: Q2 2024 in Review

C.M. Bidwell & Associates sold out of Southwest Gas (SWX) in Q2 2024, closing a stake of 5 shares — an estimated $381 sold.

C.M. Bidwell & Associates first reported a position in SWX in Q3 2020 and held it in 5 quarters. The position peaked at $108K in Q2 2022. 285 funds tracked by Wall St. Rank hold SWX as of Q2 2024.

  • C.M. Bidwell & Associates reported no remaining Southwest Gas position as of Q2 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 5 Southwest Gas shares in Q2 2024, an estimated $381.
  • C.M. Bidwell & Associates first reported a position in Southwest Gas in Q3 2020 and held it in 5 quarters.
  • C.M. Bidwell & Associates's Southwest Gas position peaked at $108K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.