YIH
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Y-Intercept (HK)’s Southwest Gas SWX Stock Holding History

Y-Intercept (HK)’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
2026
Q2 		$2.63M Buy
+29,680
New +$2.66M 0.05% 551
2026
Q1 		– Sell
-15,075
Closed -$1.21M – 2032
2025
Q4 		$1.21M Buy
+15,075
New +$1.21M 0.03% 894
2025
Q3 		– Sell
-13,124
Closed -$976K – 2030
2025
Q2 		$976K Sell
13,124
-11,097
-46% -$800K 0.02% 947
2025
Q1 		$1.74M Buy
24,221
+10,445
+76% +$773K 0.12% 229
2024
Q4 		$974K Sell
13,776
-4,306
-24% -$320K 0.07% 437
2024
Q3 		$1.33M Buy
18,082
+12,854
+246% +$929K 0.08% 328
2024
Q2 		$368K Buy
+5,228
New +$392K 0.02% 950
2023
Q1 		– Sell
-3,935
Closed -$243K – 1527
2022
Q4 		$243K Buy
+3,935
New +$268K 0.04% 748

Other funds holding SWX

AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return