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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 $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Salem Investment Counselors's SWX Position: Q4 2023 in Review

Salem Investment Counselors sold out of Southwest Gas (SWX) in Q4 2023, closing a stake of 95 shares — an estimated $5.74K sold.

Salem Investment Counselors first reported a position in SWX in Q4 2016 and held it in 10 quarters. The position peaked at $8K in Q2 2022. 279 funds tracked by Wall St. Rank hold SWX as of Q4 2023.

  • Salem Investment Counselors reported no remaining Southwest Gas position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 95 Southwest Gas shares in Q4 2023, an estimated $5.74K.
  • Salem Investment Counselors first reported a position in Southwest Gas in Q4 2016 and held it in 10 quarters.
  • Salem Investment Counselors's Southwest Gas position peaked at $8K in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.