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CWS Financial Advisors’s Southwest Gas SWX Stock Holding History

CWS Financial Advisors’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
2023
Q4 		– Sell
-1,299
Closed -$78.5K – 172
2023
Q3 		$78.5K Buy
+1,299
New +$82.9K 0.03% 151

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

CWS Financial Advisors's SWX Position: Q4 2023 in Review

CWS Financial Advisors sold out of Southwest Gas (SWX) in Q4 2023, closing a stake of 1,299 shares — an estimated $78.5K sold.

CWS Financial Advisors first reported a position in SWX in Q3 2023 and held it in 1 quarter. The position peaked at $78.5K in Q3 2023. 279 funds tracked by Wall St. Rank hold SWX as of Q4 2023.

  • CWS Financial Advisors reported no remaining Southwest Gas position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 1,299 Southwest Gas shares in Q4 2023, an estimated $78.5K.
  • CWS Financial Advisors first reported a position in Southwest Gas in Q3 2023 and held it in 1 quarter.
  • CWS Financial Advisors's Southwest Gas position peaked at $78.5K in Q3 2023.
  • 279 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.