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 New York $6.73T AUM 46.02% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

TD Private Client Wealth's SWX Position: Q2 2025 in Review

TD Private Client Wealth sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 41 shares — an estimated $2.94K sold.

TD Private Client Wealth first reported a position in SWX in Q3 2020 and held it in 7 quarters. The position peaked at $28K in Q1 2022. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

TD Private Client Wealth reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
TD Private Client Wealth sold 41 Southwest Gas shares in Q2 2025, an estimated $2.94K.
TD Private Client Wealth first reported a position in Southwest Gas in Q3 2020 and held it in 7 quarters.
TD Private Client Wealth's Southwest Gas position peaked at $28K in Q1 2022.
328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.