SFS
SWX icon

Sowell Financial Services’s Southwest Gas SWX Stock Holding History

Sowell 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
2021
Q2 		– Sell
-372
Closed -$26K – 2457
2021
Q1 		$26K Buy
372
+72
+24% +$4.56K ﹤0.01% 1942
2020
Q4 		$18K Hold
300
– – ﹤0.01% 1783
2020
Q3 		$19K Sell
300
-654
-69% -$43.7K ﹤0.01% 1588
2020
Q2 		$66K Sell
954
-68
-7% -$4.95K ﹤0.01% 1093
2020
Q1 		$71K Buy
+1,022
New +$73.5K 0.01% 938

Other funds holding SWX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's SWX Position: Q2 2021 in Review

Sowell Financial Services sold out of Southwest Gas (SWX) in Q2 2021, closing a stake of 372 shares — an estimated $26K sold.

Sowell Financial Services first reported a position in SWX in Q1 2020 and held it in 5 quarters. The position peaked at $71K in Q1 2020. 273 funds tracked by Wall St. Rank hold SWX as of Q2 2021.

  • Sowell Financial Services reported no remaining Southwest Gas position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 372 Southwest Gas shares in Q2 2021, an estimated $26K.
  • Sowell Financial Services first reported a position in Southwest Gas in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Southwest Gas position peaked at $71K in Q1 2020.
  • 273 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.