SWM
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Stockman Wealth Management’s Southwest Gas SWX Stock Holding History

Stockman Wealth Management’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
Q3 		– Sell
-3,725
Closed -$247K – 201
2021
Q2 		$247K Buy
+3,725
New +$254K 0.06% 172

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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

Stockman Wealth Management's SWX Position: Q3 2021 in Review

Stockman Wealth Management sold out of Southwest Gas (SWX) in Q3 2021, closing a stake of 3,725 shares — an estimated $247K sold.

Stockman Wealth Management first reported a position in SWX in Q2 2021 and held it in 1 quarter. The position peaked at $247K in Q2 2021. 263 funds tracked by Wall St. Rank hold SWX as of Q3 2021.

  • Stockman Wealth Management reported no remaining Southwest Gas position as of Q3 2021 after selling out during the quarter.
  • Stockman Wealth Management sold 3,725 Southwest Gas shares in Q3 2021, an estimated $247K.
  • Stockman Wealth Management first reported a position in Southwest Gas in Q2 2021 and held it in 1 quarter.
  • Stockman Wealth Management's Southwest Gas position peaked at $247K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2021.

Based on Stockman Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.