MinichMacGregor Wealth Management’s Southwest Gas SWX Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-76	Closed	-$4.71K	–	578
2022 Q4	$4.71K	Buy	+76	New	+$5.17K	﹤0.01%	490
2018 Q4	–	Sell	-66	Closed	-$5K	–	466
2018 Q3	$5K	Hold	66	–	–	﹤0.01%	396
2018 Q2	$5K	Buy	66 +1	+2%	+$73	﹤0.01%	391
2018 Q1	$4K	Hold	65	–	–	﹤0.01%	393
2017 Q4	$5K	Buy	65 +1	+2%	+$81	﹤0.01%	373
2017 Q3	$5K	Hold	64	–	–	﹤0.01%	354
2017 Q2	$4K	Hold	64	–	–	﹤0.01%	363
2017 Q1	$5K	Buy	64 +1	+2%	+$82	﹤0.01%	344
2016 Q4	$4K	Hold	63	–	–	﹤0.01%	353
2016 Q3	$4K	Hold	63	–	–	﹤0.01%	347
2016 Q2	$4K	Buy	63 +1	+2%	+$69	﹤0.01%	342
2016 Q1	$4K	Buy	62 +2	+3%	+$120	﹤0.01%	329
2015 Q4	$3K	Buy	+60	New	+$3.42K	﹤0.01%	317

Other funds holding SWX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MinichMacGregor Wealth Management's SWX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Southwest Gas (SWX) in Q1 2023, closing a stake of 76 shares — an estimated $4.71K sold.

MinichMacGregor Wealth Management first reported a position in SWX in Q4 2015 and held it in 13 quarters. The position peaked at $5K in Q3 2018. 280 funds tracked by Wall St. Rank hold SWX as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Southwest Gas position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 76 Southwest Gas shares in Q1 2023, an estimated $4.71K.
MinichMacGregor Wealth Management first reported a position in Southwest Gas in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Southwest Gas position peaked at $5K in Q3 2018.
280 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.