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TCWP’s Southwest Gas SWX Stock Holding History

TCWP’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
Q2 		– Sell
-156
Closed -$12K – 1566
2022
Q1 		$12K Buy
+156
New +$10.9K ﹤0.01% 846

Other funds holding SWX

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

TCWP's SWX Position: Q2 2022 in Review

TCWP sold out of Southwest Gas (SWX) in Q2 2022, closing a stake of 156 shares — an estimated $12K sold.

TCWP first reported a position in SWX in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 295 funds tracked by Wall St. Rank hold SWX as of Q2 2022.

  • TCWP reported no remaining Southwest Gas position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 156 Southwest Gas shares in Q2 2022, an estimated $12K.
  • TCWP first reported a position in Southwest Gas in Q1 2022 and held it in 1 quarter.
  • TCWP's Southwest Gas position peaked at $12K in Q1 2022.
  • 295 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.