Lido Advisors’s Southwest Gas SWX Stock Holding History

Lido 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
2022 Q1	–	Sell	-3,448	Closed	-$241K	–	1089
2021 Q4	$241K	Hold	3,448	–	–	﹤0.01%	894
2021 Q3	$230K	Hold	3,448	–	–	﹤0.01%	856
2021 Q2	$228K	Sell	3,448 -304	-8%	-$20.7K	﹤0.01%	820
2021 Q1	$258K	Buy	3,752 +311	+9%	+$19.7K	﹤0.01%	718
2020 Q4	$209K	Hold	3,441	–	–	﹤0.01%	754
2020 Q3	$217K	Hold	3,441	–	–	0.01%	567
2020 Q2	$238K	Hold	3,441	–	–	0.01%	508
2020 Q1	$239K	Hold	3,441	–	–	0.01%	475
2019 Q4	$261K	Hold	3,441	–	–	0.01%	549
2019 Q3	$313K	Hold	3,441	–	–	0.02%	436
2019 Q2	$308K	Sell	3,441 -1,500	-30%	-$127K	0.02%	420
2019 Q1	$406K	Hold	4,941	–	–	0.03%	330
2018 Q4	$377K	Hold	4,941	–	–	0.04%	267
2018 Q3	$390K	Sell	4,941 -1,451	-23%	-$115K	0.04%	287
2018 Q2	$487K	Hold	6,392	–	–	0.06%	213
2018 Q1	$432K	Hold	6,392	–	–	0.06%	212
2017 Q4	$514K	Sell	6,392 -1,200	-16%	-$97.4K	0.07%	148
2017 Q3	$625K	Hold	7,592	–	–	0.1%	121
2017 Q2	$555K	Buy	+7,592	New	+$607K	0.12%	107

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's SWX Position: Q1 2022 in Review

Lido Advisors sold out of Southwest Gas (SWX) in Q1 2022, closing a stake of 3,448 shares — an estimated $241K sold.

Lido Advisors first reported a position in SWX in Q2 2017 and held it in 19 quarters. The position peaked at $625K in Q3 2017. 310 funds tracked by Wall St. Rank hold SWX as of Q1 2022.

Lido Advisors reported no remaining Southwest Gas position as of Q1 2022 after selling out during the quarter.
Lido Advisors sold 3,448 Southwest Gas shares in Q1 2022, an estimated $241K.
Lido Advisors first reported a position in Southwest Gas in Q2 2017 and held it in 19 quarters.
Lido Advisors's Southwest Gas position peaked at $625K in Q3 2017.
310 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2022.

Based on Lido Advisors's 13F filing for Q1 2022, filed 17 May 2022.