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

Alterna 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
2020 Q4	$30K	Buy	+10,000	New	+$29.5K	0.04%	86

Other funds holding SWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

DGI

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

KGI

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

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Alterna Wealth Management's SWN Position: Q4 2020 in Review

Alterna Wealth Management opened a new position in Southwestern Energy Company (SWN) in Q4 2020: 10,000 shares worth $30K. The stake represents 0.04% of the portfolio and ranks #86 among its holdings.

301 funds tracked by Wall St. Rank hold SWN as of Q4 2020.

Alterna Wealth Management held 10,000 shares of Southwestern Energy Company worth $30K as of Q4 2020.
Southwestern Energy Company was a new Alterna Wealth Management position in Q4 2020.
Southwestern Energy Company made up 0.04% of Alterna Wealth Management's portfolio in Q4 2020, its #86 holding.
301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.