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USA Financial Formulas’s Southwest Gas SWX Stock Holding History

USA Financial Formulas’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
2022
Q3 		– Sell
-1,005
Closed -$88K – 412
2022
Q2 		$88K Buy
+1,005
New +$88.7K 0.11% 102
2019
Q4 		– Sell
-3,444
Closed -$314K – 306
2019
Q3 		$314K Buy
+3,444
New +$310K 0.12% 104

Other funds holding SWX

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

USA Financial Formulas's SWX Position: Q3 2022 in Review

USA Financial Formulas sold out of Southwest Gas (SWX) in Q3 2022, closing a stake of 1,005 shares — an estimated $88K sold.

USA Financial Formulas first reported a position in SWX in Q3 2019 and held it in 2 quarters. The position peaked at $314K in Q3 2019. 288 funds tracked by Wall St. Rank hold SWX as of Q3 2022.

  • USA Financial Formulas reported no remaining Southwest Gas position as of Q3 2022 after selling out during the quarter.
  • USA Financial Formulas sold 1,005 Southwest Gas shares in Q3 2022, an estimated $88K.
  • USA Financial Formulas first reported a position in Southwest Gas in Q3 2019 and held it in 2 quarters.
  • USA Financial Formulas's Southwest Gas position peaked at $314K in Q3 2019.
  • 288 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.