AJ Wealth Strategies’s Southwestern Energy Company SWN Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$308K	Hold	51,230	–	–	0.01%	227
2023 Q1	$256K	Sell	51,230 -52,096	-50%	-$276K	0.01%	248
2022 Q4	$604K	Hold	103,326	–	–	0.03%	165
2022 Q3	$632K	Hold	103,326	–	–	0.04%	163
2022 Q2	$646K	Hold	103,326	–	–	0.03%	164
2022 Q1	$741K	Hold	103,326	–	–	0.04%	164
2021 Q4	$481K	Buy	103,326 +52,096	+102%	+$259K	0.02%	200
2021 Q3	$284K	Buy	+51,230	New	+$250K	0.02%	243

Other funds holding SWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AJ Wealth Strategies's SWN Position: Q2 2023 in Review

AJ Wealth Strategies held its Southwestern Energy Company (SWN) position steady in Q2 2023 at 51,230 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #227.

AJ Wealth Strategies first reported a position in SWN in Q3 2021 and has held it in 8 quarters since. The position peaked at $741K in Q1 2022. 442 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

AJ Wealth Strategies held 51,230 shares of Southwestern Energy Company worth $308K as of Q2 2023.
AJ Wealth Strategies left its Southwestern Energy Company share count unchanged in Q2 2023.
Southwestern Energy Company made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #227 holding.
AJ Wealth Strategies first reported a position in Southwestern Energy Company in Q3 2021 and has held it in 8 quarters since.
AJ Wealth Strategies's Southwestern Energy Company position peaked at $741K in Q1 2022.
442 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.