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Toth Financial Advisory’s Southwest Gas SWX Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-20
Closed -$1K – 801
2022
Q3 		$1K Hold
20
– – ﹤0.01% 721
2022
Q2 		$2K Buy
+20
New +$1.76K ﹤0.01% 613

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

Toth Financial Advisory's SWX Position: Q4 2022 in Review

Toth Financial Advisory sold out of Southwest Gas (SWX) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in SWX in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 297 funds tracked by Wall St. Rank hold SWX as of Q4 2022.

  • Toth Financial Advisory reported no remaining Southwest Gas position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 20 Southwest Gas shares in Q4 2022, an estimated $1K.
  • Toth Financial Advisory first reported a position in Southwest Gas in Q2 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Southwest Gas position peaked at $2K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.