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Money Concepts Capital’s Southwest Gas SWX Stock Holding History

Money Concepts Capital’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
-11,007
Closed -$693K – 472
2023
Q1 		$693K Sell
11,007
-2,289
-17% -$146K 0.04% 262
2022
Q4 		$823K Buy
13,296
+2,174
+20% +$148K 0.04% 331
2022
Q3 		$776K Buy
11,122
+10,892
+4,736% +$883K 0.05% 254
2022
Q2 		$20K Sell
230
-166
-42% -$14.7K ﹤0.01% 892
2022
Q1 		$31K Buy
+396
New +$27.7K ﹤0.01% 1422

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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 $3.38T AUM 44.17% 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 $3.27B AUM 38.53% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Money Concepts Capital's SWX Position: Q2 2023 in Review

Money Concepts Capital sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 11,007 shares — an estimated $693K sold.

Money Concepts Capital first reported a position in SWX in Q1 2022 and held it in 5 quarters. The position peaked at $823K in Q4 2022. 271 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

  • Money Concepts Capital reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 11,007 Southwest Gas shares in Q2 2023, an estimated $693K.
  • Money Concepts Capital first reported a position in Southwest Gas in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's Southwest Gas position peaked at $823K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.