Reilly Financial Advisors’s Southwest Gas SWX Stock Holding History

Reilly Financial 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
2021 Q4	$56K	Hold	800	–	–	﹤0.01%	381
2021 Q3	$54K	Hold	800	–	–	﹤0.01%	366
2021 Q2	$53K	Hold	800	–	–	﹤0.01%	370
2021 Q1	$55K	Hold	800	–	–	﹤0.01%	348
2020 Q4	$49K	Hold	800	–	–	﹤0.01%	342
2020 Q3	$50K	Hold	800	–	–	0.01%	304
2020 Q2	$55K	Hold	800	–	–	0.01%	302
2020 Q1	$56K	Hold	800	–	–	0.01%	282
2019 Q4	$61K	Buy	+800	New	+$65.1K	0.01%	315
2014 Q2	–	Sell	-821	Closed	-$44K	–	850
2014 Q1	$44K	Buy	+821	New	+$44.1K	0.01%	293
2013 Q4	–	Sell	-400	Closed	-$20K	–	863
2013 Q3	$20K	Buy	+400	New	+$19.4K	0.01%	349

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's SWX Position: Q4 2021 in Review

Reilly Financial Advisors held its Southwest Gas (SWX) position steady in Q4 2021 at 800 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Reilly Financial Advisors first reported a position in SWX in Q3 2013 and has held it in 11 quarters since. The position peaked at $61K in Q4 2019. 280 funds tracked by Wall St. Rank hold SWX as of Q4 2021.

Reilly Financial Advisors held 800 shares of Southwest Gas worth $56K as of Q4 2021.
Reilly Financial Advisors left its Southwest Gas share count unchanged in Q4 2021.
Southwest Gas made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #381 holding.
Reilly Financial Advisors first reported a position in Southwest Gas in Q3 2013 and has held it in 11 quarters since.
Reilly Financial Advisors's Southwest Gas position peaked at $61K in Q4 2019.
280 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.