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Trifecta Capital Advisors’s Southwest Gas SWX Stock Holding History

Trifecta Capital Advisors’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
2026
Q1 		$86.9K Hold
1,000
– – 0.01% 154
2025
Q4 		$80K Hold
1,000
– – 0.01% 149
2025
Q3 		$78.3K Hold
1,000
– – 0.01% 152
2025
Q2 		$74.4K Hold
1,000
– – 0.01% 156
2025
Q1 		$71.8K Hold
1,000
– – 0.02% 119
2024
Q4 		$70.7K Hold
1,000
– – 0.01% 122
2024
Q3 		$73.8K Hold
1,000
– – 0.02% 121
2024
Q2 		$70.4K Hold
1,000
– – 0.02% 125
2024
Q1 		$76.1K Hold
1,000
– – 0.02% 119
2023
Q4 		$63.4K Hold
1,000
– – 0.02% 126
2023
Q3 		$60.4K Hold
1,000
– – 0.02% 127
2023
Q2 		$63.6K Hold
1,000
– – 0.02% 127
2023
Q1 		$62.5K Buy
+1,000
New +$63.7K 0.02% 130

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return