Janney Montgomery Scott
SWX icon

Janney Montgomery Scott’s Southwest Gas SWX Stock Holding History

Janney Montgomery Scott’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
2024
Q3 		– Sell
-6,010
Closed -$423K – 2841
2024
Q2 		$423K Sell
6,010
-1,279
-18% -$95.8K ﹤0.01% 2005
2024
Q1 		$555K Sell
7,289
-300
-4% -$19.4K ﹤0.01% 1923
2023
Q4 		$481K Sell
7,589
-111
-1% -$6.67K ﹤0.01% 1931
2023
Q3 		$465K Buy
7,700
+205
+3% +$13.1K ﹤0.01% 1809
2023
Q2 		$477K Sell
7,495
-221
-3% -$13.1K ﹤0.01% 1896
2023
Q1 		$482K Buy
+7,716
New +$492K ﹤0.01% 1753
2020
Q4 		– Sell
-12,506
Closed -$789K – 2276
2020
Q3 		$789K Buy
+12,506
New +$836K ﹤0.01% 1198
2016
Q2 		– Sell
-5,480
Closed -$361K – 1115
2016
Q1 		$361K Buy
+5,480
New +$330K 0.01% 890

Other funds holding SWX

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return