GKWIM
SWX icon

Gerber Kawasaki Wealth & Investment Management’s Southwest Gas SWX Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-397
Closed -$26K – 998
2021
Q3 		$26K Buy
+397
New +$27.7K ﹤0.01% 449

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SWX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Southwest Gas (SWX) in Q4 2021, closing a stake of 397 shares — an estimated $26K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SWX in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Southwest Gas position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 397 Southwest Gas shares in Q4 2021, an estimated $26K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Southwest Gas in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Southwest Gas position peaked at $26K in Q3 2021.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.