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Capital Asset Advisory Services’s Southwest Gas SWX Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-250
Closed -$15K – 1411
2020
Q4 		$15K Buy
+250
New +$16.5K ﹤0.01% 969

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Asset Advisory Services's SWX Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Southwest Gas (SWX) in Q1 2021, closing a stake of 250 shares — an estimated $15K sold.

Capital Asset Advisory Services first reported a position in SWX in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 282 funds tracked by Wall St. Rank hold SWX as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Southwest Gas position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 250 Southwest Gas shares in Q1 2021, an estimated $15K.
  • Capital Asset Advisory Services first reported a position in Southwest Gas in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Southwest Gas position peaked at $15K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.