Triad Wealth Partners’s Southwest Gas SWX Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-20	Closed	-$1.41K	–	802
2024 Q2	$1.41K	Buy	+20	New	+$1.5K	﹤0.01%	822

Other funds holding SWX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Triad Wealth Partners's SWX Position: Q3 2024 in Review

Triad Wealth Partners sold out of Southwest Gas (SWX) in Q3 2024, closing a stake of 20 shares — an estimated $1.41K sold.

Triad Wealth Partners first reported a position in SWX in Q2 2024 and held it in 1 quarter. The position peaked at $1.41K in Q2 2024. 297 funds tracked by Wall St. Rank hold SWX as of Q3 2024.

Triad Wealth Partners reported no remaining Southwest Gas position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 20 Southwest Gas shares in Q3 2024, an estimated $1.41K.
Triad Wealth Partners first reported a position in Southwest Gas in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Southwest Gas position peaked at $1.41K in Q2 2024.
297 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.