CFA
SWX icon

Camarda Financial Advisors’s Southwest Gas SWX Stock Holding History

Camarda Financial 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
2022
Q1 		– Sell
-7,595
Closed -$532K – 141
2021
Q4 		$532K Sell
7,595
-853
-10% -$58.8K 0.3% 55
2021
Q3 		$565K Buy
+8,448
New +$589K 0.38% 64
2014
Q3 		– Sell
-100
Closed -$5K – 246
2014
Q2 		$5K Buy
+100
New +$5.3K ﹤0.01% 186

Other funds holding SWX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Camarda Financial Advisors's SWX Position: Q1 2022 in Review

Camarda Financial Advisors sold out of Southwest Gas (SWX) in Q1 2022, closing a stake of 7,595 shares — an estimated $532K sold.

Camarda Financial Advisors first reported a position in SWX in Q2 2014 and held it in 3 quarters. The position peaked at $565K in Q3 2021. 310 funds tracked by Wall St. Rank hold SWX as of Q1 2022.

  • Camarda Financial Advisors reported no remaining Southwest Gas position as of Q1 2022 after selling out during the quarter.
  • Camarda Financial Advisors sold 7,595 Southwest Gas shares in Q1 2022, an estimated $532K.
  • Camarda Financial Advisors first reported a position in Southwest Gas in Q2 2014 and held it in 3 quarters.
  • Camarda Financial Advisors's Southwest Gas position peaked at $565K in Q3 2021.
  • 310 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2022.

Based on Camarda Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.