Truist Financial
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Truist Financial’s Southwest Gas SWX Stock Holding History

Truist Financial’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
-82,011
Closed -$5.77M – 2720
2024
Q2 		$5.77M Sell
82,011
-20,135
-20% -$1.51M 0.01% 805
2024
Q1 		$7.78M Sell
102,146
-3,154
-3% -$204K 0.01% 716
2023
Q4 		$6.67M Sell
105,300
-15,092
-13% -$907K 0.01% 756
2023
Q3 		$7.27M Sell
120,392
-1,893
-2% -$121K 0.01% 697
2023
Q2 		$7.78M Sell
122,285
-7,647
-6% -$452K 0.01% 672
2023
Q1 		$8.11M Sell
129,932
-1,467
-1% -$93.5K 0.01% 652
2022
Q4 		$8.13M Sell
131,399
-23,706
-15% -$1.61M 0.01% 647
2022
Q3 		$10.8M Sell
155,105
-180
-0.1% -$14.6K 0.02% 527
2022
Q2 		$13.5M Sell
155,285
-9,556
-6% -$843K 0.02% 489
2022
Q1 		$12.9M Sell
164,841
-12,649
-7% -$886K 0.02% 555
2021
Q4 		$12.4M Sell
177,490
-16,083
-8% -$1.11M 0.02% 572
2021
Q3 		$12.9M Sell
193,573
-2,689
-1% -$188K 0.02% 547
2021
Q2 		$13M Sell
196,262
-378
-0.2% -$25.8K 0.02% 547
2021
Q1 		$13.5M Buy
+196,640
New +$12.5M 0.02% 521
2020
Q4 		– Sell
-236,888
Closed -$14.9M – 2635
2020
Q3 		$14.9M Sell
236,888
-18,889
-7% -$1.26M 0.03% 437
2020
Q2 		$17.7M Sell
255,777
-68,799
-21% -$5M 0.04% 386
2020
Q1 		$22.6M Buy
324,576
+1,708
+0.5% +$123K 0.06% 315
2019
Q4 		$24.5M Buy
+322,868
New +$26.3M 0.05% 369

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CM
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State Street
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MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return