MCC
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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 $8.55B 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return