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IndexIQ Advisors’s Southwest Gas SWX Stock Holding History

IndexIQ Advisors’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
Q1 		$10.7M Sell
136,512
-20,701
-13% -$1.45M 0.38% 56
2021
Q4 		$11M Buy
157,213
+150,670
+2,303% +$10.4M 0.37% 49
2021
Q3 		$438K Buy
6,543
+655
+11% +$45.7K 0.01% 705
2021
Q2 		$390K Buy
5,888
+79
+1% +$5.39K 0.01% 768
2021
Q1 		$399K Buy
+5,809
New +$368K 0.01% 745

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

IndexIQ Advisors's SWX Position: Q1 2022 in Review

IndexIQ Advisors reduced its Southwest Gas (SWX) stake by 13% in Q1 2022, selling an estimated $1.45M and leaving 136,512 shares worth $10.7M. The position accounts for 0.38% of the portfolio, ranked #56.

IndexIQ Advisors first reported a position in SWX in Q1 2021 and has held it in 5 quarters since. The position peaked at $11M in Q4 2021. 309 funds tracked by Wall St. Rank hold SWX as of Q1 2022.

  • IndexIQ Advisors held 136,512 shares of Southwest Gas worth $10.7M as of Q1 2022.
  • IndexIQ Advisors sold 20,701 Southwest Gas shares in Q1 2022, an estimated $1.45M.
  • Southwest Gas made up 0.38% of IndexIQ Advisors's portfolio in Q1 2022, its #56 holding.
  • IndexIQ Advisors first reported a position in Southwest Gas in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's Southwest Gas position peaked at $11M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.