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Weld Capital Management’s Southwest Gas SWX Stock Holding History

Weld Capital Management’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
Q1 		– Sell
-3,962
Closed -$241K – 539
2020
Q4 		$241K Buy
+3,962
New +$261K 0.09% 342
2020
Q1 		– Sell
-8,219
Closed -$624K – 697
2019
Q4 		$624K Buy
8,219
+4,189
+104% +$341K 0.12% 283
2019
Q3 		$367K Sell
4,030
-969
-19% -$87.1K 0.07% 498
2019
Q2 		$448K Buy
+4,999
New +$425K 0.08% 418

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Weld Capital Management's SWX Position: Q1 2021 in Review

Weld Capital Management sold out of Southwest Gas (SWX) in Q1 2021, closing a stake of 3,962 shares — an estimated $241K sold.

Weld Capital Management first reported a position in SWX in Q2 2019 and held it in 4 quarters. The position peaked at $624K in Q4 2019. 282 funds tracked by Wall St. Rank hold SWX as of Q1 2021.

  • Weld Capital Management reported no remaining Southwest Gas position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 3,962 Southwest Gas shares in Q1 2021, an estimated $241K.
  • Weld Capital Management first reported a position in Southwest Gas in Q2 2019 and held it in 4 quarters.
  • Weld Capital Management's Southwest Gas position peaked at $624K in Q4 2019.
  • 282 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.