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Salem Investment Counselors’s Southwest Gas SWX Stock Holding History

Salem Investment Counselors’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
Q4 		– Sell
-95
Closed -$5.74K – 1153
2023
Q3 		$5.74K Hold
95
– – ﹤0.01% 875
2023
Q2 		$6.05K Hold
95
– – ﹤0.01% 897
2023
Q1 		$5.93K Hold
95
– – ﹤0.01% 892
2022
Q4 		$5.88K Hold
95
– – ﹤0.01% 861
2022
Q3 		$7K Hold
95
– – ﹤0.01% 824
2022
Q2 		$8K Hold
95
– – ﹤0.01% 825
2022
Q1 		$7K Hold
95
– – ﹤0.01% 816
2021
Q4 		$7K Hold
95
– – ﹤0.01% 889
2021
Q3 		$6K Buy
+95
New +$6.63K ﹤0.01% 838
2017
Q1 		– Sell
-50
Closed -$4K – 654
2016
Q4 		$4K Buy
+50
New +$3.61K ﹤0.01% 560

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return