UWS
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Unique Wealth Strategies’s Southwest Gas SWX Stock Holding History

Unique Wealth Strategies’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
-162
Closed -$12.3K – 610
2024
Q2 		$12.3K Buy
+162
New +$12.1K 0.01% 298

Other funds holding SWX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Unique Wealth Strategies's SWX Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Southwest Gas (SWX) in Q3 2024, closing a stake of 162 shares — an estimated $12.3K sold.

Unique Wealth Strategies first reported a position in SWX in Q2 2024 and held it in 1 quarter. The position peaked at $12.3K in Q2 2024. 297 funds tracked by Wall St. Rank hold SWX as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Southwest Gas position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 162 Southwest Gas shares in Q3 2024, an estimated $12.3K.
  • Unique Wealth Strategies first reported a position in Southwest Gas in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Southwest Gas position peaked at $12.3K in Q2 2024.
  • 297 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.