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High Net Worth Advisory Group’s Southwest Gas SWX Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-327
Closed -$20.2K – 533
2022
Q4 		$20.2K Hold
327
– – 0.01% 439
2022
Q3 		$23K Hold
327
– – 0.01% 435
2022
Q2 		$28K Sell
327
-327
-50% -$28.9K 0.01% 404
2022
Q1 		$51K Hold
654
– – 0.02% 338
2021
Q4 		$46K Buy
+654
New +$45.1K 0.02% 358

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

High Net Worth Advisory Group's SWX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Southwest Gas (SWX) in Q1 2023, closing a stake of 327 shares — an estimated $20.2K sold.

High Net Worth Advisory Group first reported a position in SWX in Q4 2021 and held it in 5 quarters. The position peaked at $51K in Q1 2022. 280 funds tracked by Wall St. Rank hold SWX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Southwest Gas position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 327 Southwest Gas shares in Q1 2023, an estimated $20.2K.
  • High Net Worth Advisory Group first reported a position in Southwest Gas in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Southwest Gas position peaked at $51K in Q1 2022.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.