Jeppson Wealth Management’s Southwest Gas SWX Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-350	Closed	-$22K	–	408
2020 Q3	$22K	Buy	+350	New	+$23.4K	0.02%	326

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Jeppson Wealth Management's SWX Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Southwest Gas (SWX) in Q4 2020, closing a stake of 350 shares — an estimated $22K sold.

Jeppson Wealth Management first reported a position in SWX in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 284 funds tracked by Wall St. Rank hold SWX as of Q4 2020.

Jeppson Wealth Management reported no remaining Southwest Gas position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 350 Southwest Gas shares in Q4 2020, an estimated $22K.
Jeppson Wealth Management first reported a position in Southwest Gas in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Southwest Gas position peaked at $22K in Q3 2020.
284 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.