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Howe & Rusling’s Southwest Gas SWX Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-53
Closed -$4K – 940
2022
Q3 		$4K Buy
53
+22
+71% +$1.78K ﹤0.01% 741
2022
Q2 		$3K Hold
31
– – ﹤0.01% 821
2022
Q1 		$2K Sell
31
-7
-18% -$490 ﹤0.01% 888
2021
Q4 		$3K Hold
38
– – ﹤0.01% 825
2021
Q3 		$3K Buy
38
+11
+41% +$768 ﹤0.01% 804
2021
Q2 		$2K Hold
27
– – ﹤0.01% 834
2021
Q1 		$2K Sell
27
-4
-13% -$253 ﹤0.01% 845
2020
Q4 		$2K Buy
+31
New +$2.04K ﹤0.01% 834
2016
Q3 		– Sell
-51
Closed -$4K – 1115
2016
Q2 		$4K Hold
51
– – ﹤0.01% 699
2016
Q1 		$3K Hold
51
– – ﹤0.01% 793
2015
Q4 		$3K Buy
+51
New +$2.91K ﹤0.01% 753

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return