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CSat Investment Advisory’s Southwest Gas SWX Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-239
Closed -$15K – 912
2020
Q3 		$15K Buy
239
+33
+16% +$2.21K ﹤0.01% 951
2020
Q2 		$14K Buy
206
+37
+22% +$2.69K ﹤0.01% 954
2020
Q1 		$12K Buy
169
+29
+21% +$2.08K ﹤0.01% 870
2019
Q4 		$11K Buy
140
+13
+10% +$1.06K ﹤0.01% 971
2019
Q3 		$12K Buy
127
+26
+26% +$2.34K ﹤0.01% 865
2019
Q2 		$9K Buy
+101
New +$8.58K ﹤0.01% 918

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

CSat Investment Advisory's SWX Position: Q4 2020 in Review

CSat Investment Advisory sold out of Southwest Gas (SWX) in Q4 2020, closing a stake of 239 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in SWX in Q2 2019 and held it in 6 quarters. The position peaked at $15K in Q3 2020. 285 funds tracked by Wall St. Rank hold SWX as of Q4 2020.

  • CSat Investment Advisory reported no remaining Southwest Gas position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 239 Southwest Gas shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in Southwest Gas in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Southwest Gas position peaked at $15K in Q3 2020.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.