IAIM
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International Assets Investment Management’s Southwest Gas SWX Stock Holding History

International Assets Investment Management’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
2026
Q1 		$24.5K Hold
280
– – ﹤0.01% 1443
2025
Q4 		$22.4K Buy
+280
New +$22.4K ﹤0.01% 1450
2024
Q4 		– Sell
-51,042
Closed -$692 – 1801
2024
Q3 		$692 Buy
51,042
+50,350
+7,276% +$3.64M ﹤0.01% 1259
2024
Q2 		$48.7K Buy
+692
New +$51.8K ﹤0.01% 1191
2023
Q2 		– Sell
-540
Closed -$33.7K – 968
2023
Q1 		$33.7K Buy
+540
New +$34.4K ﹤0.01% 737
2021
Q2 		– Sell
-720
Closed -$47K – 1733
2021
Q1 		$47K Buy
720
+360
+100% +$22.8K ﹤0.01% 984
2020
Q4 		$22K Buy
+360
New +$23.7K ﹤0.01% 1137

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return