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Gradient Investments’s Southwest Gas SWX Stock Holding History

Gradient Investments’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
-100
Closed -$6.33K – 1774
2023
Q4 		$6.33K Buy
+100
New +$6.01K ﹤0.01% 935
2018
Q4 		– Sell
-9
Closed -$1K – 1080
2018
Q3 		$1K Hold
9
– – ﹤0.01% 936
2018
Q2 		$1K Hold
9
– – ﹤0.01% 932
2018
Q1 		$1K Hold
9
– – ﹤0.01% 945
2017
Q4 		$1K Buy
+9
New +$731 ﹤0.01% 953

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MC
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Gradient Investments's SWX Position: Q1 2024 in Review

Gradient Investments sold out of Southwest Gas (SWX) in Q1 2024, closing a stake of 100 shares — an estimated $6.33K sold.

Gradient Investments first reported a position in SWX in Q4 2017 and held it in 5 quarters. The position peaked at $6.33K in Q4 2023. 286 funds tracked by Wall St. Rank hold SWX as of Q1 2024.

  • Gradient Investments reported no remaining Southwest Gas position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 100 Southwest Gas shares in Q1 2024, an estimated $6.33K.
  • Gradient Investments first reported a position in Southwest Gas in Q4 2017 and held it in 5 quarters.
  • Gradient Investments's Southwest Gas position peaked at $6.33K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.