Fiduciary Trust’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,000
| Closed | -$937K | – | 636 |
|
|
2023
Q1 | $937K | Hold |
15,000
| – | – | 0.02% | 336 |
|
|
2022
Q4 | $928K | Hold |
15,000
| – | – | 0.02% | 349 |
|
|
2022
Q3 | $1.05M | Hold |
15,000
| – | – | 0.02% | 314 |
|
|
2022
Q2 | $1.31M | Hold |
15,000
| – | – | 0.03% | 289 |
|
|
2022
Q1 | $1.17M | Hold |
15,000
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $1.05M | Hold |
15,000
| – | – | 0.02% | 348 |
|
|
2021
Q3 | $1M | Hold |
15,000
| – | – | 0.02% | 335 |
|
|
2021
Q2 | $993K | Sell |
15,000
-22
| -0.1% | -$1.5K | 0.02% | 337 |
|
|
2021
Q1 | $1.03M | Hold |
15,022
| – | – | 0.02% | 324 |
|
|
2020
Q4 | $913K | Buy |
+15,022
| New | +$990K | 0.02% | 336 |
|
|
2019
Q2 | – | Sell |
-10,000
| Closed | -$823K | – | 503 |
|
|
2019
Q1 | $823K | Hold |
10,000
| – | – | 0.02% | 276 |
|
|
2018
Q4 | $765K | Hold |
10,000
| – | – | 0.02% | 259 |
|
|
2018
Q3 | $790K | Hold |
10,000
| – | – | 0.02% | 287 |
|
|
2018
Q2 | $763K | Hold |
10,000
| – | – | 0.02% | 283 |
|
|
2018
Q1 | $676K | Hold |
10,000
| – | – | 0.02% | 289 |
|
|
2017
Q4 | $805K | Hold |
10,000
| – | – | 0.02% | 275 |
|
|
2017
Q3 | $776K | Hold |
10,000
| – | – | 0.02% | 277 |
|
|
2017
Q2 | $731K | Hold |
10,000
| – | – | 0.02% | 289 |
|
|
2017
Q1 | $829K | Hold |
10,000
| – | – | 0.03% | 279 |
|
|
2016
Q4 | $766K | Hold |
10,000
| – | – | 0.02% | 285 |
|
|
2016
Q3 | $699K | Hold |
10,000
| – | – | 0.02% | 305 |
|
|
2016
Q2 | $787K | Hold |
10,000
| – | – | 0.03% | 288 |
|
|
2016
Q1 | $659K | Hold |
10,000
| – | – | 0.02% | 311 |
|
|
2015
Q4 | $552K | Hold |
10,000
| – | – | 0.02% | 287 |
|
|
2015
Q3 | $583K | Hold |
10,000
| – | – | 0.03% | 268 |
|
|
2015
Q2 | $532K | Hold |
10,000
| – | – | 0.02% | 259 |
|
|
2015
Q1 | $582K | Hold |
10,000
| – | – | 0.02% | 247 |
|
|
2014
Q4 | $618K | Hold |
10,000
| – | – | 0.03% | 245 |
|
|
2014
Q3 | $486K | Hold |
10,000
| – | – | 0.02% | 242 |
|
|
2014
Q2 | $528K | Hold |
10,000
| – | – | 0.02% | 238 |
|
|
2014
Q1 | $535K | Hold |
10,000
| – | – | 0.02% | 226 |
|
|
2013
Q4 | $559K | Hold |
10,000
| – | – | 0.02% | 217 |
|
|
2013
Q3 | $500K | Hold |
10,000
| – | – | 0.02% | 220 |
|
|
2013
Q2 | $468K | Buy |
+10,000
| New | +$487K | 0.02% | 227 |
|
Other funds holding SWX
IC
CM
CCM
GF
Fiduciary Trust's SWX Position: Q2 2023 in Review
Fiduciary Trust sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 15,000 shares — an estimated $937K sold.
Fiduciary Trust first reported a position in SWX in Q2 2013 and held it in 34 quarters. The position peaked at $1.31M in Q2 2022. 271 funds tracked by Wall St. Rank hold SWX as of Q2 2023.
- Fiduciary Trust reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
- Fiduciary Trust sold 15,000 Southwest Gas shares in Q2 2023, an estimated $937K.
- Fiduciary Trust first reported a position in Southwest Gas in Q2 2013 and held it in 34 quarters.
- Fiduciary Trust's Southwest Gas position peaked at $1.31M in Q2 2022.
- 271 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.
Based on Fiduciary Trust's 13F filing for Q2 2023, filed 1 Aug 2023.