JWM
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Janiczek Wealth Management’s Southwest Gas SWX Stock Holding History

Janiczek Wealth 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
2023
Q2 		– Sell
-160
Closed -$9.44K – 1015
2023
Q1 		$9.44K Sell
160
-49
-23% -$3.12K ﹤0.01% 581
2022
Q4 		$13.9K Sell
209
-85
-29% -$5.78K ﹤0.01% 508
2022
Q3 		$20K Hold
294
– – 0.01% 454
2022
Q2 		$26K Sell
294
-68
-19% -$6K 0.01% 434
2022
Q1 		$28K Sell
362
-210
-37% -$14.7K 0.01% 400
2021
Q4 		$40K Buy
572
+169
+42% +$11.6K 0.01% 353
2021
Q3 		$27K Buy
403
+29
+8% +$2.02K 0.01% 405
2021
Q2 		$25K Buy
374
+129
+53% +$8.8K 0.01% 383
2021
Q1 		$17K Buy
245
+66
+37% +$4.18K 0.01% 437
2020
Q4 		$11K Buy
179
+109
+156% +$7.18K 0.01% 466
2020
Q3 		$4K Buy
+70
New +$4.68K ﹤0.01% 405

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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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return