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Next Financial Group’s Southwest Gas SWX Stock Holding History

Next Financial 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
2021
Q4 		– Sell
-292
Closed -$20K – 2972
2021
Q3 		$20K Sell
292
-70
-19% -$4.88K ﹤0.01% 1804
2021
Q2 		$24K Sell
362
-66
-15% -$4.5K ﹤0.01% 1682
2021
Q1 		$29K Buy
428
+4
+0.9% +$253 ﹤0.01% 1507
2020
Q4 		$26K Sell
424
-72
-15% -$4.74K ﹤0.01% 1441
2020
Q3 		$31K Buy
+496
New +$33.2K ﹤0.01% 1255
2020
Q2 		– Sell
-488
Closed -$34K – 1750
2020
Q1 		$34K Sell
488
-45
-8% -$3.23K ﹤0.01% 1108
2019
Q4 		$40K Buy
533
+4
+0.8% +$325 ﹤0.01% 1274
2019
Q3 		$48K Buy
529
+8
+2% +$719 0.01% 1159
2019
Q2 		$47K Buy
+521
New +$44.3K 0.01% 1190
2019
Q1 		– Sell
-715
Closed -$55K – 2086
2018
Q4 		$55K Buy
+715
New +$57.4K 0.01% 777
2017
Q4 		– Sell
-520
Closed -$42K – 1281
2017
Q3 		$42K Hold
520
– – 0.01% 749
2017
Q2 		$38K Hold
520
– – 0.01% 856
2017
Q1 		$44K Hold
520
– – 0.01% 772
2016
Q4 		$40K Buy
520
+45
+9% +$3.25K 0.01% 1054
2016
Q3 		$33K Buy
+475
New +$35K 0.01% 1130

Other funds holding SWX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's SWX Position: Q4 2021 in Review

Next Financial Group sold out of Southwest Gas (SWX) in Q4 2021, closing a stake of 292 shares — an estimated $20K sold.

Next Financial Group first reported a position in SWX in Q3 2016 and held it in 15 quarters. The position peaked at $55K in Q4 2018. 279 funds tracked by Wall St. Rank hold SWX as of Q4 2021.

  • Next Financial Group reported no remaining Southwest Gas position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 292 Southwest Gas shares in Q4 2021, an estimated $20K.
  • Next Financial Group first reported a position in Southwest Gas in Q3 2016 and held it in 15 quarters.
  • Next Financial Group's Southwest Gas position peaked at $55K in Q4 2018.
  • 279 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.