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Cetera Advisor Networks’s Southwest Gas SWX Stock Holding History

Cetera Advisor Networks’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
Q1 		$549K Sell
7,216
-108
-1% -$7K ﹤0.01% 1877
2023
Q4 		$464K Buy
7,324
+198
+3% +$11.9K ﹤0.01% 1941
2023
Q3 		$430K Buy
7,126
+2,707
+61% +$173K ﹤0.01% 1877
2023
Q2 		$281K Buy
4,419
+388
+10% +$22.9K ﹤0.01% 2130
2023
Q1 		$252K Buy
4,031
+50
+1% +$3.19K ﹤0.01% 2164
2022
Q4 		$246K Buy
+3,981
New +$271K ﹤0.01% 2128
2022
Q3 		– Sell
-2,564
Closed -$224K – 2170
2022
Q2 		$224K Buy
+2,564
New +$226K ﹤0.01% 1780
2020
Q3 		– Sell
-2,196
Closed -$152K – 2822
2020
Q2 		$152K Buy
+2,196
New +$160K ﹤0.01% 1263

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Cetera Advisor Networks's SWX Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Southwest Gas (SWX) stake by 1.5% in Q1 2024, selling an estimated $7K and leaving 7,216 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Cetera Advisor Networks first reported a position in SWX in Q2 2020 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold SWX as of Q1 2024.

  • Cetera Advisor Networks held 7,216 shares of Southwest Gas worth $549K as of Q1 2024.
  • Cetera Advisor Networks sold 108 Southwest Gas shares in Q1 2024, an estimated $7K.
  • Southwest Gas made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1877 holding.
  • Cetera Advisor Networks first reported a position in Southwest Gas in Q2 2020 and has held it in 8 quarters since.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.