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Financial Gravity Asset Management’s Southwest Gas SWX Stock Holding History

Financial Gravity 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
2020
Q2 		– Sell
-11
Closed -$737 – 797
2020
Q1 		$737 Buy
11
+8
+267% +$575 ﹤0.01% 506
2019
Q4 		$76K Hold
3
– – 0.05% 444
2019
Q3 		$0 Sell
3
-2
-40% -$180 ﹤0.01% 1533
2019
Q2 		$0 Sell
5
-4
-44% -$340 ﹤0.01% 1641
2019
Q1 		$1K Buy
+9
New +$720 ﹤0.01% 1192
2018
Q3 		$0 Hold
4
– – ﹤0.01% 1602
2018
Q2 		$0 Buy
+4
New +$292 ﹤0.01% 1595

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Financial Gravity Asset Management's SWX Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Southwest Gas (SWX) in Q2 2020, closing a stake of 11 shares — an estimated $737 sold.

Financial Gravity Asset Management first reported a position in SWX in Q2 2018 and held it in 7 quarters. The position peaked at $76K in Q4 2019. 269 funds tracked by Wall St. Rank hold SWX as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining Southwest Gas position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 11 Southwest Gas shares in Q2 2020, an estimated $737.
  • Financial Gravity Asset Management first reported a position in Southwest Gas in Q2 2018 and held it in 7 quarters.
  • Financial Gravity Asset Management's Southwest Gas position peaked at $76K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.