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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 $6.73T AUM 46.02% 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 $8.26B AUM 15.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's SWX Position: Q4 2022 in Review

Howe & Rusling sold out of Southwest Gas (SWX) in Q4 2022, closing a stake of 53 shares — an estimated $4K sold.

Howe & Rusling first reported a position in SWX in Q4 2015 and held it in 11 quarters. The position peaked at $4K in Q3 2022. 296 funds tracked by Wall St. Rank hold SWX as of Q4 2022.

  • Howe & Rusling reported no remaining Southwest Gas position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 53 Southwest Gas shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in Southwest Gas in Q4 2015 and held it in 11 quarters.
  • Howe & Rusling's Southwest Gas position peaked at $4K in Q3 2022.
  • 296 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.