Trust Point Inc’s Southwest Gas SWX Stock Holding History

Trust Point Inc’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 Q2	–	Sell	-2,636	Closed	-$201K	–	531
2024 Q1	$201K	Buy	+2,636	New	+$171K	0.02%	513

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

CCM

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

Trust Point Inc's SWX Position: Q2 2024 in Review

Trust Point Inc sold out of Southwest Gas (SWX) in Q2 2024, closing a stake of 2,636 shares — an estimated $201K sold.

Trust Point Inc first reported a position in SWX in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 285 funds tracked by Wall St. Rank hold SWX as of Q2 2024.

Trust Point Inc reported no remaining Southwest Gas position as of Q2 2024 after selling out during the quarter.
Trust Point Inc sold 2,636 Southwest Gas shares in Q2 2024, an estimated $201K.
Trust Point Inc first reported a position in Southwest Gas in Q1 2024 and held it in 1 quarter.
Trust Point Inc's Southwest Gas position peaked at $201K in Q1 2024.
285 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2024.

Based on Trust Point Inc's 13F filing for Q2 2024, filed 24 Jul 2024.