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Newbridge Financial Services Group’s Southwest Gas SWX Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-500
Closed -$30.2K – 1319
2023
Q3 		$30.2K Sell
500
-500
-50% -$31.9K 0.02% 549
2023
Q2 		$63.6K Buy
1,000
+500
+100% +$29.6K 0.03% 402
2023
Q1 		$31.2K Hold
500
– – 0.02% 584
2022
Q4 		$30.9K Buy
+500
New +$34K 0.02% 582

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
CM
Corvex Management New York $3.27B AUM 38.53% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Newbridge Financial Services Group's SWX Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Southwest Gas (SWX) in Q4 2023, closing a stake of 500 shares — an estimated $30.2K sold.

Newbridge Financial Services Group first reported a position in SWX in Q4 2022 and held it in 4 quarters. The position peaked at $63.6K in Q2 2023. 279 funds tracked by Wall St. Rank hold SWX as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining Southwest Gas position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 Southwest Gas shares in Q4 2023, an estimated $30.2K.
  • Newbridge Financial Services Group first reported a position in Southwest Gas in Q4 2022 and held it in 4 quarters.
  • Newbridge Financial Services Group's Southwest Gas position peaked at $63.6K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.