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1900 Wealth Management’s Southwestern Energy Company SWN Stock Holding History

1900 Wealth Management’s Portfolio SWN Stock Details SWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-164,448
Closed -$1.08M – 296
2023
Q4 		$1.08M Hold
164,448
– – 0.1% 136
2023
Q3 		$1.06M Buy
+164,448
New +$1.05M 0.11% 131

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

1900 Wealth Management's SWN Position: Q1 2024 in Review

1900 Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2024, closing a stake of 164,448 shares — an estimated $1.08M sold.

1900 Wealth Management first reported a position in SWN in Q3 2023 and held it in 2 quarters. The position peaked at $1.08M in Q4 2023. 478 funds tracked by Wall St. Rank hold SWN as of Q1 2024.

  • 1900 Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2024 after selling out during the quarter.
  • 1900 Wealth Management sold 164,448 Southwestern Energy Company shares in Q1 2024, an estimated $1.08M.
  • 1900 Wealth Management first reported a position in Southwestern Energy Company in Q3 2023 and held it in 2 quarters.
  • 1900 Wealth Management's Southwestern Energy Company position peaked at $1.08M in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.