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Prospera Financial Services’s Southwest Gas SWX Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-287
Closed -$25K – 1505
2022
Q2 		$25K Hold
287
– – ﹤0.01% 1170
2022
Q1 		$22K Buy
+287
New +$20.1K ﹤0.01% 1697

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Prospera Financial Services's SWX Position: Q3 2022 in Review

Prospera Financial Services sold out of Southwest Gas (SWX) in Q3 2022, closing a stake of 287 shares — an estimated $25K sold.

Prospera Financial Services first reported a position in SWX in Q1 2022 and held it in 2 quarters. The position peaked at $25K in Q2 2022. 288 funds tracked by Wall St. Rank hold SWX as of Q3 2022.

  • Prospera Financial Services reported no remaining Southwest Gas position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 287 Southwest Gas shares in Q3 2022, an estimated $25K.
  • Prospera Financial Services first reported a position in Southwest Gas in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Southwest Gas position peaked at $25K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.