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Wipfli Financial Advisors’s Southwest Gas SWX Stock Holding History

Wipfli 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
2022
Q3 		$22K Buy
+309
New +$25.1K ﹤0.01% 1539

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wipfli Financial Advisors's SWX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Southwest Gas (SWX) in Q3 2022: 309 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings.

288 funds tracked by Wall St. Rank hold SWX as of Q3 2022.

  • Wipfli Financial Advisors held 309 shares of Southwest Gas worth $22K as of Q3 2022.
  • Southwest Gas was a new Wipfli Financial Advisors position in Q3 2022.
  • Southwest Gas made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1539 holding.
  • 288 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.