Valeo Financial Advisors’s Southwest Gas SWX Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,248	Closed	-$86K	–	1669
2021 Q1	$86K	Buy	1,248 +36	+3%	+$2.28K	﹤0.01%	668
2020 Q4	$74K	Buy	1,212 +10	+0.8%	+$659	﹤0.01%	653
2020 Q3	$76K	Hold	1,202	–	–	0.01%	541
2020 Q2	$83K	Hold	1,202	–	–	0.01%	568
2020 Q1	$94K	Hold	1,202	–	–	0.01%	440
2019 Q4	$91K	Hold	1,202	–	–	0.01%	478
2019 Q3	$109K	Hold	1,202	–	–	0.01%	416
2019 Q2	$108K	Hold	1,202	–	–	0.01%	415
2019 Q1	$99K	Hold	1,202	–	–	0.01%	413
2018 Q4	$92K	Hold	1,202	–	–	0.01%	394
2018 Q3	$93K	Hold	1,202	–	–	0.01%	412
2018 Q2	$94K	Hold	1,202	–	–	0.01%	406
2018 Q1	$81K	Hold	1,202	–	–	0.01%	401
2017 Q4	$97K	Hold	1,202	–	–	0.02%	345
2017 Q3	$93K	Buy	+1,202	New	+$95.1K	0.02%	303

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Valeo Financial Advisors's SWX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Southwest Gas (SWX) in Q2 2021, closing a stake of 1,248 shares — an estimated $86K sold.

Valeo Financial Advisors first reported a position in SWX in Q3 2017 and held it in 15 quarters. The position peaked at $109K in Q3 2019. 273 funds tracked by Wall St. Rank hold SWX as of Q2 2021.

Valeo Financial Advisors reported no remaining Southwest Gas position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,248 Southwest Gas shares in Q2 2021, an estimated $86K.
Valeo Financial Advisors first reported a position in Southwest Gas in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Southwest Gas position peaked at $109K in Q3 2019.
273 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.