PFG Private Wealth Management’s Southwest Gas SWX Stock Holding History

PFG Private Wealth Management’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	-567	Closed	-$35.4K	–	294
2023 Q1	$35.4K	Sell	567 -2,511	-82%	-$160K	0.02%	160
2022 Q4	$190K	Buy	3,078 +132	+4%	+$8.98K	0.12%	56
2022 Q3	$205K	Buy	2,946 +2,905	+7,085%	+$236K	0.13%	50
2022 Q2	$4K	Hold	41	–	–	﹤0.01%	244
2022 Q1	$3K	Hold	41	–	–	﹤0.01%	268
2021 Q4	$3K	Hold	41	–	–	﹤0.01%	277
2021 Q3	$3K	Buy	+41	New	+$2.86K	﹤0.01%	269

Other funds holding SWX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

PFG Private Wealth Management's SWX Position: Q2 2023 in Review

PFG Private Wealth Management sold out of Southwest Gas (SWX) in Q2 2023, closing a stake of 567 shares — an estimated $35.4K sold.

PFG Private Wealth Management first reported a position in SWX in Q3 2021 and held it in 7 quarters. The position peaked at $205K in Q3 2022. 271 funds tracked by Wall St. Rank hold SWX as of Q2 2023.

PFG Private Wealth Management reported no remaining Southwest Gas position as of Q2 2023 after selling out during the quarter.
PFG Private Wealth Management sold 567 Southwest Gas shares in Q2 2023, an estimated $35.4K.
PFG Private Wealth Management first reported a position in Southwest Gas in Q3 2021 and held it in 7 quarters.
PFG Private Wealth Management's Southwest Gas position peaked at $205K in Q3 2022.
271 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2023.

Based on PFG Private Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.