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FourThought Financial’s Southwest Gas SWX Stock Holding History

FourThought Financial’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
Q3 		$2K Sell
25
-8
-24% -$649 ﹤0.01% 1359
2022
Q2 		$3K Hold
33
– – ﹤0.01% 1278
2022
Q1 		$3K Hold
33
– – ﹤0.01% 1309
2021
Q4 		$2K Hold
33
– – ﹤0.01% 1389
2021
Q3 		$2K Hold
33
– – ﹤0.01% 1389
2021
Q2 		$2K Hold
33
– – ﹤0.01% 1387
2021
Q1 		$2K Hold
33
– – ﹤0.01% 1340
2020
Q4 		$2K Buy
+33
New +$2.17K ﹤0.01% 1320

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FourThought Financial's SWX Position: Q3 2022 in Review

FourThought Financial reduced its Southwest Gas (SWX) stake by 24% in Q3 2022, selling an estimated $649 and leaving 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

FourThought Financial first reported a position in SWX in Q4 2020 and has held it in 8 quarters since. The position peaked at $3K in Q2 2022. 288 funds tracked by Wall St. Rank hold SWX as of Q3 2022.

  • FourThought Financial held 25 shares of Southwest Gas worth $2K as of Q3 2022.
  • FourThought Financial sold 8 Southwest Gas shares in Q3 2022, an estimated $649.
  • Southwest Gas made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1359 holding.
  • FourThought Financial first reported a position in Southwest Gas in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Southwest Gas position peaked at $3K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.