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SYSTM Wealth Solutions’s Southwest Gas SWX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-1,257
Closed -$95.7K – 935
2024
Q1 		$95.7K Buy
1,257
+24
+2% +$1.55K 0.01% 482
2023
Q4 		$78.1K Buy
+1,233
New +$74.1K 0.01% 495

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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

SYSTM Wealth Solutions's SWX Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Southwest Gas (SWX) in Q2 2024, closing a stake of 1,257 shares — an estimated $95.7K sold.

SYSTM Wealth Solutions first reported a position in SWX in Q4 2023 and held it in 2 quarters. The position peaked at $95.7K in Q1 2024. 285 funds tracked by Wall St. Rank hold SWX as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Southwest Gas position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,257 Southwest Gas shares in Q2 2024, an estimated $95.7K.
  • SYSTM Wealth Solutions first reported a position in Southwest Gas in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Southwest Gas position peaked at $95.7K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.