SWA
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Sutton Wealth Advisors’s Southwest Gas SWX Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-8
Closed -$495 – 1476
2022
Q4 		$495 Hold
8
– – ﹤0.01% 1495
2022
Q3 		$558 Buy
+8
New +$649 ﹤0.01% 1452
2016
Q3 		– Sell
-432
Closed -$34K – 1061
2016
Q2 		$34K Hold
432
– – 0.03% 307
2016
Q1 		$28.4K Buy
+432
New +$26K 0.03% 349

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's SWX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Southwest Gas (SWX) in Q1 2023, closing a stake of 8 shares — an estimated $495 sold.

Sutton Wealth Advisors first reported a position in SWX in Q1 2016 and held it in 4 quarters. The position peaked at $34K in Q2 2016. 280 funds tracked by Wall St. Rank hold SWX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Southwest Gas position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 Southwest Gas shares in Q1 2023, an estimated $495.
  • Sutton Wealth Advisors first reported a position in Southwest Gas in Q1 2016 and held it in 4 quarters.
  • Sutton Wealth Advisors's Southwest Gas position peaked at $34K in Q2 2016.
  • 280 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.