Gemmer Asset Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-157
| Closed | -$12K | – | 1011 |
|
|
2022
Q1 | $12K | Hold |
157
| – | – | ﹤0.01% | 652 |
|
|
2021
Q4 | $11K | Hold |
157
| – | – | ﹤0.01% | 726 |
|
|
2021
Q3 | $11K | Hold |
157
| – | – | ﹤0.01% | 682 |
|
|
2021
Q2 | $10K | Hold |
157
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $11K | Hold |
157
| – | – | ﹤0.01% | 741 |
|
|
2020
Q4 | $10K | Hold |
157
| – | – | ﹤0.01% | 710 |
|
|
2020
Q3 | $10K | Hold |
157
| – | – | ﹤0.01% | 627 |
|
|
2020
Q2 | $11K | Hold |
157
| – | – | ﹤0.01% | 561 |
|
|
2020
Q1 | $11K | Hold |
157
| – | – | ﹤0.01% | 497 |
|
|
2019
Q4 | $12K | Hold |
157
| – | – | ﹤0.01% | 597 |
|
|
2019
Q3 | $14K | Hold |
157
| – | – | ﹤0.01% | 533 |
|
|
2019
Q2 | $14K | Hold |
157
| – | – | ﹤0.01% | 519 |
|
|
2019
Q1 | $13K | Hold |
157
| – | – | ﹤0.01% | 578 |
|
|
2018
Q4 | $12K | Hold |
157
| – | – | ﹤0.01% | 548 |
|
|
2018
Q3 | $12K | Hold |
157
| – | – | ﹤0.01% | 619 |
|
|
2018
Q2 | $12K | Hold |
157
| – | – | ﹤0.01% | 626 |
|
|
2018
Q1 | $11K | Sell |
157
-13
| -8% | -$924 | ﹤0.01% | 658 |
|
|
2017
Q4 | $14K | Hold |
170
| – | – | ﹤0.01% | 577 |
|
|
2017
Q3 | $13K | Hold |
170
| – | – | ﹤0.01% | 561 |
|
|
2017
Q2 | $12K | Buy |
170
+2
| +1% | +$160 | 0.01% | 575 |
|
|
2017
Q1 | $14K | Hold |
168
| – | – | 0.01% | 513 |
|
|
2016
Q4 | $13K | Buy |
168
+11
| +7% | +$794 | 0.01% | 509 |
|
|
2016
Q3 | $11K | Hold |
157
| – | – | 0.01% | 559 |
|
|
2016
Q2 | $12K | Hold |
157
| – | – | 0.01% | 484 |
|
|
2016
Q1 | $10K | Hold |
157
| – | – | 0.01% | 546 |
|
|
2015
Q4 | $9K | Hold |
157
| – | – | 0.01% | 591 |
|
|
2015
Q3 | $9K | Hold |
157
| – | – | 0.01% | 587 |
|
|
2015
Q2 | $8K | Hold |
157
| – | – | ﹤0.01% | 660 |
|
|
2015
Q1 | $9K | Hold |
157
| – | – | 0.01% | 671 |
|
|
2014
Q4 | $10K | Hold |
157
| – | – | 0.01% | 593 |
|
|
2014
Q3 | $8K | Hold |
157
| – | – | 0.01% | 668 |
|
|
2014
Q2 | $8K | Hold |
157
| – | – | 0.01% | 715 |
|
|
2014
Q1 | $8K | Buy |
+157
| New | +$8.43K | 0.01% | 692 |
|
Other funds holding SWX
IC
BC
Gemmer Asset Management's SWX Position: Q2 2022 in Review
Gemmer Asset Management sold out of Southwest Gas (SWX) in Q2 2022, closing a stake of 157 shares — an estimated $12K sold.
Gemmer Asset Management first reported a position in SWX in Q1 2014 and held it in 33 quarters. The position peaked at $14K in Q3 2019. 296 funds tracked by Wall St. Rank hold SWX as of Q2 2022.
- Gemmer Asset Management reported no remaining Southwest Gas position as of Q2 2022 after selling out during the quarter.
- Gemmer Asset Management sold 157 Southwest Gas shares in Q2 2022, an estimated $12K.
- Gemmer Asset Management first reported a position in Southwest Gas in Q1 2014 and held it in 33 quarters.
- Gemmer Asset Management's Southwest Gas position peaked at $14K in Q3 2019.
- 296 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2022.
Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.