AIS
SWN

AM Investment Strategies’s Southwestern Energy Company SWN Stock Holding History

AM Investment 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
2021
Q1 		– Sell
-25,995
Closed -$77K – 100
2020
Q4 		$77K Buy
25,995
+9,750
+60% +$28.7K 0.02% 84
2020
Q3 		$38K Buy
+16,245
New +$43.2K 0.01% 84

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AM Investment Strategies's SWN Position: Q1 2021 in Review

AM Investment Strategies sold out of Southwestern Energy Company (SWN) in Q1 2021, closing a stake of 25,995 shares — an estimated $77K sold.

AM Investment Strategies first reported a position in SWN in Q3 2020 and held it in 2 quarters. The position peaked at $77K in Q4 2020. 301 funds tracked by Wall St. Rank hold SWN as of Q1 2021.

  • AM Investment Strategies reported no remaining Southwestern Energy Company position as of Q1 2021 after selling out during the quarter.
  • AM Investment Strategies sold 25,995 Southwestern Energy Company shares in Q1 2021, an estimated $77K.
  • AM Investment Strategies first reported a position in Southwestern Energy Company in Q3 2020 and held it in 2 quarters.
  • AM Investment Strategies's Southwestern Energy Company position peaked at $77K in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2021.

Based on AM Investment Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.