PB
SWX icon

Pinnacle Bancorp’s Southwest Gas SWX Stock Holding History

Pinnacle Bancorp’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
Q1 		– Sell
-100
Closed -$6K – 748
2020
Q4 		$6K Hold
100
– – ﹤0.01% 602
2020
Q3 		$6K Hold
100
– – ﹤0.01% 583
2020
Q2 		$7K Hold
100
– – 0.01% 559
2020
Q1 		$7K Hold
100
– – 0.01% 550
2019
Q4 		$8K Hold
100
– – 0.01% 568
2019
Q3 		$9K Hold
100
– – 0.01% 583
2019
Q2 		$9K Hold
100
– – 0.01% 576
2019
Q1 		$8K Hold
100
– – ﹤0.01% 584
2018
Q4 		$8K Buy
+100
New +$8.03K ﹤0.01% 585
2017
Q1 		$8K Buy
+100
New +$8.16K 0.01% 530

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pinnacle Bancorp's SWX Position: Q1 2021 in Review

Pinnacle Bancorp sold out of Southwest Gas (SWX) in Q1 2021, closing a stake of 100 shares — an estimated $6K sold.

Pinnacle Bancorp first reported a position in SWX in Q1 2017 and held it in 10 quarters. The position peaked at $9K in Q3 2019. 282 funds tracked by Wall St. Rank hold SWX as of Q1 2021.

  • Pinnacle Bancorp reported no remaining Southwest Gas position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Bancorp sold 100 Southwest Gas shares in Q1 2021, an estimated $6K.
  • Pinnacle Bancorp first reported a position in Southwest Gas in Q1 2017 and held it in 10 quarters.
  • Pinnacle Bancorp's Southwest Gas position peaked at $9K in Q3 2019.
  • 282 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2021.

Based on Pinnacle Bancorp's 13F filing for Q1 2021, filed 26 Apr 2021.