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Catalyst Funds Management’s Southwest Gas SWX Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-2,700
Closed -$199K – 1161
2024
Q3 		$199K Buy
2,700
+2,400
+800% +$173K 0.04% 295
2024
Q2 		$21.1K Sell
300
-3,800
-93% -$285K 0.01% 661
2024
Q1 		$312K Buy
+4,100
New +$266K 0.09% 186

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Catalyst Funds Management's SWX Position: Q4 2024 in Review

Catalyst Funds Management sold out of Southwest Gas (SWX) in Q4 2024, closing a stake of 2,700 shares — an estimated $199K sold.

Catalyst Funds Management first reported a position in SWX in Q1 2024 and held it in 3 quarters. The position peaked at $312K in Q1 2024. 309 funds tracked by Wall St. Rank hold SWX as of Q4 2024.

  • Catalyst Funds Management reported no remaining Southwest Gas position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 2,700 Southwest Gas shares in Q4 2024, an estimated $199K.
  • Catalyst Funds Management first reported a position in Southwest Gas in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Southwest Gas position peaked at $312K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.