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H&H Retirement Design & Management’s Southwest Gas SWX Stock Holding History

H&H Retirement Design & 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
Q3 		– Sell
-2,878
Closed -$203K – 45
2021
Q2 		$203K Buy
2,878
+24
+0.8% +$1.64K 0.12% 44
2021
Q1 		$205K Buy
+2,854
New +$181K 0.12% 44

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

H&H Retirement Design & Management's SWX Position: Q3 2021 in Review

H&H Retirement Design & Management sold out of Southwest Gas (SWX) in Q3 2021, closing a stake of 2,878 shares — an estimated $203K sold.

H&H Retirement Design & Management first reported a position in SWX in Q1 2021 and held it in 2 quarters. The position peaked at $205K in Q1 2021. 263 funds tracked by Wall St. Rank hold SWX as of Q3 2021.

  • H&H Retirement Design & Management reported no remaining Southwest Gas position as of Q3 2021 after selling out during the quarter.
  • H&H Retirement Design & Management sold 2,878 Southwest Gas shares in Q3 2021, an estimated $203K.
  • H&H Retirement Design & Management first reported a position in Southwest Gas in Q1 2021 and held it in 2 quarters.
  • H&H Retirement Design & Management's Southwest Gas position peaked at $205K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2021.

Based on H&H Retirement Design & Management's 13F filing for Q3 2021, filed 12 Oct 2021.