VWM
SWX icon

Valley Wealth Managers’s Southwest Gas SWX Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-17
Closed -$1.16K – 447
2022
Q3 		$1K Hold
17
– – ﹤0.01% 415
2022
Q2 		$1K Buy
+17
New +$1.5K ﹤0.01% 423

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley Wealth Managers's SWX Position: Q4 2022 in Review

Valley Wealth Managers sold out of Southwest Gas (SWX) in Q4 2022, closing a stake of 17 shares — an estimated $1.16K sold.

Valley Wealth Managers first reported a position in SWX in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 297 funds tracked by Wall St. Rank hold SWX as of Q4 2022.

  • Valley Wealth Managers reported no remaining Southwest Gas position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 17 Southwest Gas shares in Q4 2022, an estimated $1.16K.
  • Valley Wealth Managers first reported a position in Southwest Gas in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's Southwest Gas position peaked at $1K in Q3 2022.
  • 297 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.