WhitTier Trust Company’s Southwest Gas SWX Stock Holding History

WhitTier Trust Company’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 Q4	–	Sell	-900	Closed	-$60K	–	1116
2021 Q3	$60K	Hold	900	–	–	﹤0.01%	648
2021 Q2	$60K	Hold	900	–	–	﹤0.01%	634
2021 Q1	$62K	Hold	900	–	–	﹤0.01%	604
2020 Q4	$55K	Hold	900	–	–	﹤0.01%	607
2020 Q3	$57K	Hold	900	–	–	﹤0.01%	586
2020 Q2	$62K	Hold	900	–	–	﹤0.01%	548
2020 Q1	$63K	Hold	900	–	–	﹤0.01%	525
2019 Q4	$68K	Hold	900	–	–	﹤0.01%	543
2019 Q3	$82K	Hold	900	–	–	0.01%	516
2019 Q2	$81K	Hold	900	–	–	0.01%	514
2019 Q1	$74K	Hold	900	–	–	0.01%	530
2018 Q4	$69K	Hold	900	–	–	0.01%	523
2018 Q3	$71K	Hold	900	–	–	0.01%	552
2018 Q2	$69K	Hold	900	–	–	0.01%	553
2018 Q1	$61K	Buy	+900	New	+$63.9K	0.01%	572

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WhitTier Trust Company's SWX Position: Q4 2021 in Review

WhitTier Trust Company sold out of Southwest Gas (SWX) in Q4 2021, closing a stake of 900 shares — an estimated $60K sold.

WhitTier Trust Company first reported a position in SWX in Q1 2018 and held it in 15 quarters. The position peaked at $82K in Q3 2019. 279 funds tracked by Wall St. Rank hold SWX as of Q4 2021.

WhitTier Trust Company reported no remaining Southwest Gas position as of Q4 2021 after selling out during the quarter.
WhitTier Trust Company sold 900 Southwest Gas shares in Q4 2021, an estimated $60K.
WhitTier Trust Company first reported a position in Southwest Gas in Q1 2018 and held it in 15 quarters.
WhitTier Trust Company's Southwest Gas position peaked at $82K in Q3 2019.
279 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2021.

Based on WhitTier Trust Company's 13F filing for Q4 2021, filed 19 Jan 2022.