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Harvest Investment Services’s Southwest Gas SWX Stock Holding History

Harvest Investment 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
2022
Q3 		– Sell
-3,298
Closed -$287K – 156
2022
Q2 		$287K Buy
+3,298
New +$291K 0.22% 112

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Vanguard Group
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IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harvest Investment Services's SWX Position: Q3 2022 in Review

Harvest Investment Services sold out of Southwest Gas (SWX) in Q3 2022, closing a stake of 3,298 shares — an estimated $287K sold.

Harvest Investment Services first reported a position in SWX in Q2 2022 and held it in 1 quarter. The position peaked at $287K in Q2 2022. 288 funds tracked by Wall St. Rank hold SWX as of Q3 2022.

  • Harvest Investment Services reported no remaining Southwest Gas position as of Q3 2022 after selling out during the quarter.
  • Harvest Investment Services sold 3,298 Southwest Gas shares in Q3 2022, an estimated $287K.
  • Harvest Investment Services first reported a position in Southwest Gas in Q2 2022 and held it in 1 quarter.
  • Harvest Investment Services's Southwest Gas position peaked at $287K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2022.

Based on Harvest Investment Services's 13F filing for Q3 2022, filed 9 Nov 2022.