WPW
SWX icon

Waldron Private Wealth’s Southwest Gas SWX Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-546
Closed -$40.3K – 488
2024
Q3 		$40.3K Buy
+546
New +$39.5K ﹤0.01% 444

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Waldron Private Wealth's SWX Position: Q4 2024 in Review

Waldron Private Wealth sold out of Southwest Gas (SWX) in Q4 2024, closing a stake of 546 shares — an estimated $40.3K sold.

Waldron Private Wealth first reported a position in SWX in Q3 2024 and held it in 1 quarter. The position peaked at $40.3K in Q3 2024. 309 funds tracked by Wall St. Rank hold SWX as of Q4 2024.

  • Waldron Private Wealth reported no remaining Southwest Gas position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 546 Southwest Gas shares in Q4 2024, an estimated $40.3K.
  • Waldron Private Wealth first reported a position in Southwest Gas in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Southwest Gas position peaked at $40.3K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.