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Kapitalo Investimentos’s Southwest Gas SWX Stock Holding History

Kapitalo Investimentos’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
-4,110
Closed -$289K – 222
2024
Q2 		$289K Sell
4,110
-1,143
-22% -$85.6K 0.09% 89
2024
Q1 		$400K Buy
5,253
+1,019
+24% +$66K 0.09% 116
2023
Q4 		$268K Buy
4,234
+171
+4% +$10.3K 0.06% 213
2023
Q3 		$245K Buy
+4,063
New +$259K 0.03% 241

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

Kapitalo Investimentos's SWX Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Southwest Gas (SWX) in Q3 2024, closing a stake of 4,110 shares — an estimated $289K sold.

Kapitalo Investimentos first reported a position in SWX in Q3 2023 and held it in 4 quarters. The position peaked at $400K in Q1 2024. 297 funds tracked by Wall St. Rank hold SWX as of Q3 2024.

  • Kapitalo Investimentos reported no remaining Southwest Gas position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,110 Southwest Gas shares in Q3 2024, an estimated $289K.
  • Kapitalo Investimentos first reported a position in Southwest Gas in Q3 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Southwest Gas position peaked at $400K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.