JMPWA
SWX icon

JP Morgan Private Wealth Advisors’s Southwest Gas SWX Stock Holding History

JP Morgan Private Wealth Advisors’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
-3,255
Closed -$203K – 1870
2023
Q1 		$203K Buy
3,255
+14
+0.4% +$892 ﹤0.01% 1828
2022
Q4 		$201K Sell
3,241
-178
-5% -$12.1K ﹤0.01% 1824
2022
Q3 		$238K Sell
3,419
-87
-2% -$7.06K ﹤0.01% 1748
2022
Q2 		$305K Sell
3,506
-210
-6% -$18.5K ﹤0.01% 1642
2022
Q1 		$291K Buy
3,716
+93
+3% +$6.52K ﹤0.01% 1756
2021
Q4 		$254K Buy
3,623
+513
+16% +$35.4K ﹤0.01% 1816
2021
Q3 		$208K Buy
+3,110
New +$217K ﹤0.01% 1841
2019
Q4 		– Sell
-2,560
Closed -$233K – 1505
2019
Q3 		$233K Buy
2,560
+32
+1% +$2.88K ﹤0.01% 1287
2019
Q2 		$227K Buy
2,528
+15
+0.6% +$1.27K ﹤0.01% 1262
2019
Q1 		$207K Sell
2,513
-193
-7% -$15.4K ﹤0.01% 1368
2018
Q4 		$207K Sell
2,706
-1
-0% -$80 ﹤0.01% 1332
2018
Q3 		$214K Hold
2,707
– – ﹤0.01% 1451
2018
Q2 		$206K Buy
+2,707
New +$198K ﹤0.01% 1364
2018
Q1 		– Sell
-2,525
Closed -$203K – 1375
2017
Q4 		$203K Buy
+2,525
New +$205K ﹤0.01% 1185
2017
Q2 		– Sell
-2,653
Closed -$220K – 1347
2017
Q1 		$220K Hold
2,653
– – ﹤0.01% 1203
2016
Q4 		$203K Buy
+2,653
New +$191K ﹤0.01% 1158
2016
Q3 		– Sell
-2,788
Closed -$219K – 1267
2016
Q2 		$219K Buy
+2,788
New +$193K ﹤0.01% 1117

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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 $3.37T AUM 44.26% 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 $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 $1.88T 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

JP Morgan Private Wealth Advisors's SWX Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 3,255 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in SWX in Q2 2016 and held it in 17 quarters. The position peaked at $305K in Q2 2022. 272 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,255 Southwest Gas shares in Q2 2023, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in Southwest Gas in Q2 2016 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's Southwest Gas position peaked at $305K in Q2 2022.
  • 272 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.