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Personal Capital Advisors’s Southwest Gas SWX Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$10.8M Buy
174,549
+6,788
+4% +$462K 0.05% 172
2022
Q3 		$11.7M Buy
167,761
+4,692
+3% +$381K 0.06% 151
2022
Q2 		$14.2M Sell
163,069
-17,538
-10% -$1.55M 0.07% 138
2022
Q1 		$14.1M Buy
180,607
+7,781
+5% +$545K 0.07% 142
2021
Q4 		$12.1M Buy
172,826
+5,960
+4% +$411K 0.06% 164
2021
Q3 		$11.2M Buy
166,866
+7,393
+5% +$516K 0.06% 159
2021
Q2 		$10.6M Buy
159,473
+16,045
+11% +$1.09M 0.05% 163
2021
Q1 		$9.86M Buy
143,428
+60,219
+72% +$3.82M 0.06% 160
2020
Q4 		$5.05M Buy
83,209
+17,113
+26% +$1.13M 0.03% 189
2020
Q3 		$4.17M Sell
66,096
-19,776
-23% -$1.32M 0.03% 187
2020
Q2 		$5.93M Buy
85,872
+3,282
+4% +$239K 0.05% 150
2020
Q1 		$5.75M Buy
82,590
+6,797
+9% +$489K 0.06% 150
2019
Q4 		$5.76M Buy
75,793
+6,228
+9% +$506K 0.05% 152
2019
Q3 		$6.33M Buy
69,565
+4,446
+7% +$400K 0.06% 140
2019
Q2 		$5.84M Buy
65,119
+6,315
+11% +$536K 0.06% 140
2019
Q1 		$4.84M Buy
58,804
+5,786
+11% +$463K 0.05% 140
2018
Q4 		$4.06M Buy
53,018
+3,995
+8% +$321K 0.05% 142
2018
Q3 		$3.87M Buy
49,023
+4,707
+11% +$372K 0.05% 146
2018
Q2 		$3.38M Buy
44,316
+8,035
+22% +$587K 0.05% 144
2018
Q1 		$2.45M Buy
36,281
+15,505
+75% +$1.1M 0.04% 151
2017
Q4 		$1.67M Buy
+20,776
New +$1.69M 0.03% 165

Other funds holding SWX

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Capital Advisors's SWX Position: Q4 2022 in Review

Personal Capital Advisors increased its Southwest Gas (SWX) stake by 4% in Q4 2022, buying an estimated $462K and bringing the position to 174,549 shares worth $10.8M. The position accounts for 0.05% of the portfolio, ranked #172.

Personal Capital Advisors first reported a position in SWX in Q4 2017 and has held it in 21 quarters since. The position peaked at $14.2M in Q2 2022. 296 funds tracked by Wall St. Rank hold SWX as of Q4 2022.

  • Personal Capital Advisors held 174,549 shares of Southwest Gas worth $10.8M as of Q4 2022.
  • Personal Capital Advisors bought 6,788 Southwest Gas shares in Q4 2022, an estimated $462K.
  • Southwest Gas made up 0.05% of Personal Capital Advisors's portfolio in Q4 2022, its #172 holding.
  • Personal Capital Advisors first reported a position in Southwest Gas in Q4 2017 and has held it in 21 quarters since.
  • Personal Capital Advisors's Southwest Gas position peaked at $14.2M in Q2 2022.
  • 296 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.