Zeke Capital Advisors’s Southwest Gas SWX Stock Holding History

Zeke Capital 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 Q4	$340K	Buy	5,491 +35	+0.6%	+$2.38K	0.02%	311
2022 Q3	$381K	Sell	5,456 -363	-6%	-$29.4K	0.03%	260
2022 Q2	$507K	Hold	5,819	–	–	0.03%	217
2022 Q1	$456K	Hold	5,819	–	–	0.02%	249
2021 Q4	$408K	Buy	5,819 +364	+7%	+$25.1K	0.02%	181
2021 Q3	$365K	Sell	5,455 -90	-2%	-$6.28K	0.02%	184
2021 Q2	$367K	Buy	5,545 +456	+9%	+$31.1K	0.02%	183
2021 Q1	$350K	Buy	+5,089	New	+$322K	0.02%	178
2020 Q2	–	Sell	-3,531	Closed	-$246K	–	260
2020 Q1	$246K	Buy	+3,531	New	+$254K	0.07%	166
2018 Q1	–	Sell	-2,885	Closed	-$232K	–	689
2017 Q4	$232K	Buy	+2,885	New	+$234K	0.02%	465

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

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Zeke Capital Advisors's SWX Position: Q4 2022 in Review

Zeke Capital Advisors increased its Southwest Gas (SWX) stake by 0.64% in Q4 2022, buying an estimated $2.38K and bringing the position to 5,491 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #311.

Zeke Capital Advisors first reported a position in SWX in Q4 2017 and has held it in 10 quarters since. The position peaked at $507K in Q2 2022. 297 funds tracked by Wall St. Rank hold SWX as of Q4 2022.

Zeke Capital Advisors held 5,491 shares of Southwest Gas worth $340K as of Q4 2022.
Zeke Capital Advisors bought 35 Southwest Gas shares in Q4 2022, an estimated $2.38K.
Southwest Gas made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #311 holding.
Zeke Capital Advisors first reported a position in Southwest Gas in Q4 2017 and has held it in 10 quarters since.
Zeke Capital Advisors's Southwest Gas position peaked at $507K in Q2 2022.
297 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.