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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

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Janiczek Wealth Management's SWX Position: Q2 2023 in Review

Janiczek Wealth Management sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 160 shares — an estimated $9.44K sold.

Janiczek Wealth Management first reported a position in SWX in Q3 2020 and held it in 11 quarters. The position peaked at $40K in Q4 2021. 271 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

  • Janiczek Wealth Management reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 160 Southwest Gas shares in Q2 2023, an estimated $9.44K.
  • Janiczek Wealth Management first reported a position in Southwest Gas in Q3 2020 and held it in 11 quarters.
  • Janiczek Wealth Management's Southwest Gas position peaked at $40K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on Janiczek Wealth Management's 13F filing for Q2 2023, filed 11 Jul 2023.