FORA Capital’s Southwest Gas SWX Stock Holding History

FORA Capital’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	-9,313	Closed	-$736K	–	671
2022 Q1	$736K	Buy	+9,313	New	+$652K	0.13%	212
2020 Q1	–	Sell	-1,748	Closed	-$133K	–	1327
2019 Q4	$133K	Buy	+1,748	New	+$142K	0.01%	710

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

FORA Capital's SWX Position: Q2 2022 in Review

FORA Capital sold out of Southwest Gas (SWX) in Q2 2022, closing a stake of 9,313 shares — an estimated $736K sold.

FORA Capital first reported a position in SWX in Q4 2019 and held it in 2 quarters. The position peaked at $736K in Q1 2022. 295 funds tracked by Wall St. Rank hold SWX as of Q2 2022.

FORA Capital reported no remaining Southwest Gas position as of Q2 2022 after selling out during the quarter.
FORA Capital sold 9,313 Southwest Gas shares in Q2 2022, an estimated $736K.
FORA Capital first reported a position in Southwest Gas in Q4 2019 and held it in 2 quarters.
FORA Capital's Southwest Gas position peaked at $736K in Q1 2022.
295 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2022.

Based on FORA Capital's 13F filing for Q2 2022, filed 11 Aug 2022.