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Global Financial Private Client’s Southwest Gas SWX Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-10
Closed -$718 – 1420
2025
Q1 		$718 Buy
10
+7
+233% +$518 ﹤0.01% 1158
2024
Q4 		$212 Buy
+3
New +$223 ﹤0.01% 1245

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Global Financial Private Client's SWX Position: Q2 2025 in Review

Global Financial Private Client sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 10 shares — an estimated $718 sold.

Global Financial Private Client first reported a position in SWX in Q4 2024 and held it in 2 quarters. The position peaked at $718 in Q1 2025. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Global Financial Private Client reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 10 Southwest Gas shares in Q2 2025, an estimated $718.
  • Global Financial Private Client first reported a position in Southwest Gas in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Southwest Gas position peaked at $718 in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.