Colonial Trust’s Southwest Gas SWX Stock Holding History

Colonial Trust’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
2025 Q1	–	Sell	-33	Closed	-$2.33K	–	1313
2024 Q4	$2.33K	Buy	+33	New	+$2.45K	﹤0.01%	1202

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Colonial Trust's SWX Position: Q1 2025 in Review

Colonial Trust sold out of Southwest Gas (SWX) in Q1 2025, closing a stake of 33 shares — an estimated $2.33K sold.

Colonial Trust first reported a position in SWX in Q4 2024 and held it in 1 quarter. The position peaked at $2.33K in Q4 2024. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

Colonial Trust reported no remaining Southwest Gas position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 33 Southwest Gas shares in Q1 2025, an estimated $2.33K.
Colonial Trust first reported a position in Southwest Gas in Q4 2024 and held it in 1 quarter.
Colonial Trust's Southwest Gas position peaked at $2.33K in Q4 2024.
347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.