Janney Montgomery Scott
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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 $8.26B 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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Janney Montgomery Scott's SWX Position: Q3 2024 in Review

Janney Montgomery Scott sold out of Southwest Gas (SWX) in Q3 2024, closing a stake of 6,010 shares — an estimated $423K sold.

Janney Montgomery Scott first reported a position in SWX in Q1 2016 and held it in 8 quarters. The position peaked at $789K in Q3 2020. 296 funds tracked by Wall St. Rank hold SWX as of Q3 2024.

  • Janney Montgomery Scott reported no remaining Southwest Gas position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,010 Southwest Gas shares in Q3 2024, an estimated $423K.
  • Janney Montgomery Scott first reported a position in Southwest Gas in Q1 2016 and held it in 8 quarters.
  • Janney Montgomery Scott's Southwest Gas position peaked at $789K in Q3 2020.
  • 296 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.