FinTrust Capital Advisors’s Southwest Gas SWX Stock Holding History

FinTrust Capital 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
2022 Q2	–	Sell	-149	Closed	-$12K	–	1306
2022 Q1	$12K	Hold	149	–	–	﹤0.01%	901
2021 Q4	$10K	Hold	149	–	–	﹤0.01%	921
2021 Q3	$10K	Hold	149	–	–	﹤0.01%	918
2021 Q2	$10K	Sell	149 -8	-5%	-$546	﹤0.01%	940
2021 Q1	$11K	Hold	157	–	–	﹤0.01%	880
2020 Q4	$10K	Hold	157	–	–	﹤0.01%	847
2020 Q3	$10	Buy	157 +125	+391%	+$8.36K	﹤0.01%	819
2020 Q2	$2K	Sell	32 -48	-60%	-$3.49K	﹤0.01%	955
2020 Q1	$6K	Buy	80 +4	+5%	+$288	﹤0.01%	856
2019 Q4	$6K	Hold	76	–	–	﹤0.01%	835
2019 Q3	$7K	Buy	76 +7	+10%	+$629	﹤0.01%	825
2019 Q2	$6K	Hold	69	–	–	﹤0.01%	811
2019 Q1	$6K	Hold	69	–	–	﹤0.01%	904
2018 Q4	$5K	Buy	+69	New	+$5.54K	﹤0.01%	942

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Capital Advisors's SWX Position: Q2 2022 in Review

FinTrust Capital Advisors sold out of Southwest Gas (SWX) in Q2 2022, closing a stake of 149 shares — an estimated $12K sold.

FinTrust Capital Advisors first reported a position in SWX in Q4 2018 and held it in 14 quarters. The position peaked at $12K in Q1 2022. 295 funds tracked by Wall St. Rank hold SWX as of Q2 2022.

FinTrust Capital Advisors reported no remaining Southwest Gas position as of Q2 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 149 Southwest Gas shares in Q2 2022, an estimated $12K.
FinTrust Capital Advisors first reported a position in Southwest Gas in Q4 2018 and held it in 14 quarters.
FinTrust Capital Advisors's Southwest Gas position peaked at $12K in Q1 2022.
295 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2022.

Based on FinTrust Capital Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.