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TD Private Client Wealth’s Southwest Gas SWX Stock Holding History

TD Private Client Wealth’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
2025
Q2 		– Sell
-41
Closed -$2.94K – 1512
2025
Q1 		$2.94K Buy
+41
New +$3.04K ﹤0.01% 1146
2022
Q2 		– Sell
-358
Closed -$28K – 1292
2022
Q1 		$28K Buy
+358
New +$25.1K ﹤0.01% 887
2021
Q4 		– Sell
-15
Closed -$1K – 1277
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1104
2021
Q2 		$993 Hold
15
– – ﹤0.01% 1111
2021
Q1 		$1.03K Hold
15
– – ﹤0.01% 1067
2020
Q4 		$911 Hold
15
– – ﹤0.01% 1027
2020
Q3 		$947 Buy
+15
New +$1K ﹤0.01% 968

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return