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Harvest Group Wealth Management’s Southwest Gas SWX Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-5
Closed – – 631
2020
Q4 		$0 Hold
5
– – ﹤0.01% 846
2020
Q3 		$0 Buy
+5
New +$334 ﹤0.01% 813
2020
Q1 		– Sell
-43
Closed -$3K – 966
2019
Q4 		$3K Hold
43
– – ﹤0.01% 538
2019
Q3 		$4K Hold
43
– – ﹤0.01% 501
2019
Q2 		$3K Hold
43
– – ﹤0.01% 479
2019
Q1 		$4K Buy
+43
New +$3.44K ﹤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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Harvest Group Wealth Management's SWX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Southwest Gas (SWX) in Q1 2021, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in SWX in Q1 2019 and held it in 6 quarters. The position peaked at $4K in Q3 2019. 282 funds tracked by Wall St. Rank hold SWX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Southwest Gas position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 Southwest Gas shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Southwest Gas in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Southwest Gas position peaked at $4K in Q3 2019.
  • 282 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.