Simplex Trading
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Simplex Trading’s Southwest Gas SWX Stock Holding History

Simplex Trading’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
2025
Q3 		– Sell
-496
Closed -$36K – 10040
2025
Q2 		$36K Buy
+496
New +$35.8K ﹤0.01% 6247
2024
Q1 		– Sell
-17
Closed -$1K – 9862
2023
Q4 		$1K Sell
17
-789
-98% -$47.4K ﹤0.01% 8581
2023
Q3 		$48K Buy
806
+360
+81% +$23K ﹤0.01% 5849
2023
Q2 		$28K Sell
446
-227
-34% -$13.4K ﹤0.01% 6432
2023
Q1 		$42K Buy
673
+174
+35% +$11.1K ﹤0.01% 6125
2022
Q4 		$30K Sell
499
-546
-52% -$37.1K ﹤0.01% 6476
2022
Q3 		$72K Sell
1,045
-348
-25% -$28.2K ﹤0.01% 5963
2022
Q2 		$121K Buy
+1,393
New +$123K ﹤0.01% 5301

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return