Surevest’s Southwest Gas SWX Stock Holding History

Surevest’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
2022 Q3	–	Sell	-22	Closed	-$2K	–	581
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	433
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	415
2021 Q4	$2K	Buy	+22	New	+$1.52K	﹤0.01%	423

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Surevest's SWX Position: Q3 2022 in Review

Surevest sold out of Southwest Gas (SWX) in Q3 2022, closing a stake of 22 shares — an estimated $2K sold.

Surevest first reported a position in SWX in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 288 funds tracked by Wall St. Rank hold SWX as of Q3 2022.

Surevest reported no remaining Southwest Gas position as of Q3 2022 after selling out during the quarter.
Surevest sold 22 Southwest Gas shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Southwest Gas in Q4 2021 and held it in 3 quarters.
Surevest's Southwest Gas position peaked at $2K in Q2 2022.
288 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.