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WR Wealth Planners’s Southwest Gas SWX Stock Holding History

WR Wealth Planners’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 		$2.76K Buy
39
+3
+8% +$223 ﹤0.01% 798
2024
Q3 		$2.65K Buy
36
+2
+6% +$145 ﹤0.01% 851
2024
Q2 		$2.39K Sell
34
-6
-15% -$449 ﹤0.01% 855
2024
Q1 		$3.04K Buy
+40
New +$2.59K ﹤0.01% 803
2023
Q4 		– Sell
-37
Closed -$2.23K – 779
2023
Q3 		$2.23K Buy
+37
New +$2.36K ﹤0.01% 764

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 $4.34B AUM 37.08% 1-Year Est. Return

WR Wealth Planners's SWX Position: Q4 2024 in Review

WR Wealth Planners increased its Southwest Gas (SWX) stake by 8.3% in Q4 2024, buying an estimated $223 and bringing the position to 39 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

WR Wealth Planners first reported a position in SWX in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.04K in Q1 2024. 309 funds tracked by Wall St. Rank hold SWX as of Q4 2024.

  • WR Wealth Planners held 39 shares of Southwest Gas worth $2.76K as of Q4 2024.
  • WR Wealth Planners bought 3 Southwest Gas shares in Q4 2024, an estimated $223.
  • Southwest Gas made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #798 holding.
  • WR Wealth Planners first reported a position in Southwest Gas in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Southwest Gas position peaked at $3.04K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.