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Congress Asset Management’s Southwest Gas SWX Stock Holding History

Congress Asset 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
2022
Q1 		– Sell
-53,716
Closed -$3.76M – 379
2021
Q4 		$3.76M Buy
53,716
+5,451
+11% +$376K 0.03% 245
2021
Q3 		$3.23M Sell
48,265
-3,979
-8% -$278K 0.03% 244
2021
Q2 		$3.46M Buy
52,244
+7,967
+18% +$544K 0.03% 242
2021
Q1 		$3.04M Buy
44,277
+5,470
+14% +$347K 0.03% 237
2020
Q4 		$2.36M Buy
38,807
+660
+2% +$43.5K 0.02% 232
2020
Q3 		$2.41M Sell
38,147
-6,545
-15% -$437K 0.03% 221
2020
Q2 		$3.09M Buy
44,692
+4,775
+12% +$347K 0.04% 200
2020
Q1 		$2.78M Buy
39,917
+17,400
+77% +$1.25M 0.04% 186
2019
Q4 		$1.71M Sell
22,517
-6,240
-22% -$507K 0.02% 262
2019
Q3 		$2.62M Sell
28,757
-2,895
-9% -$260K 0.03% 246
2019
Q2 		$2.84M Hold
31,652
– – 0.04% 248
2019
Q1 		$2.6M Sell
31,652
-525
-2% -$42K 0.03% 248
2018
Q4 		$2.46M Buy
32,177
+1,355
+4% +$109K 0.04% 251
2018
Q3 		$2.44M Buy
30,822
+2,855
+10% +$226K 0.03% 263
2018
Q2 		$2.13M Sell
27,967
-785
-3% -$57.3K 0.03% 262
2018
Q1 		$1.94M Buy
28,752
+534
+2% +$37.9K 0.03% 267
2017
Q4 		$2.27M Sell
28,218
-495
-2% -$40.2K 0.03% 253
2017
Q3 		$2.23M Buy
+28,713
New +$2.27M 0.03% 242

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 $3.38T AUM 44.17% 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

Congress Asset Management's SWX Position: Q1 2022 in Review

Congress Asset Management sold out of Southwest Gas (SWX) in Q1 2022, closing a stake of 53,716 shares — an estimated $3.76M sold.

Congress Asset Management first reported a position in SWX in Q3 2017 and held it in 18 quarters. The position peaked at $3.76M in Q4 2021. 310 funds tracked by Wall St. Rank hold SWX as of Q1 2022.

  • Congress Asset Management reported no remaining Southwest Gas position as of Q1 2022 after selling out during the quarter.
  • Congress Asset Management sold 53,716 Southwest Gas shares in Q1 2022, an estimated $3.76M.
  • Congress Asset Management first reported a position in Southwest Gas in Q3 2017 and held it in 18 quarters.
  • Congress Asset Management's Southwest Gas position peaked at $3.76M in Q4 2021.
  • 310 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2022.

Based on Congress Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.