Glassman Wealth Services’s Southwest Gas SWX Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-5	Closed	-$317	–	1613
2023 Q4	$317	Sell	5 -3	-38%	-$180	﹤0.01%	1810
2023 Q3	$483	Buy	8 +4	+100%	+$255	﹤0.01%	1741
2023 Q2	$255	Buy	4 +1	+33%	+$59	﹤0.01%	1767
2023 Q1	$187	Sell	3 -1	-25%	-$64	﹤0.01%	1814
2022 Q4	$248	Buy	4 +1	+33%	+$68	﹤0.01%	1746
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1971
2022 Q2	$0	Buy	+3	New	+$265	﹤0.01%	1978
2021 Q4	–	Sell	-33	Closed	-$2K	–	1904
2021 Q3	$2K	Sell	33 -11	-25%	-$768	﹤0.01%	1222
2021 Q2	$3K	Buy	44 +11	+33%	+$751	﹤0.01%	1082
2021 Q1	$2K	Buy	33 +30	+1,000%	+$1.9K	﹤0.01%	1139
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1509
2020 Q3	$0	Sell	3 -22	-88%	-$1.47K	﹤0.01%	1488
2020 Q2	$2K	Buy	25 +8	+47%	+$582	﹤0.01%	902
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	988
2019 Q4	$1K	Sell	17 -1	-6%	-$81	﹤0.01%	1038
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	738
2019 Q2	$2K	Buy	18 +1	+6%	+$85	﹤0.01%	753
2019 Q1	$1K	Buy	+17	New	+$1.36K	﹤0.01%	894

Other funds holding SWX

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Geode Capital Management

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return