AssetMark Inc
SWN

AssetMark Inc’s Southwestern Energy Company SWN Stock Holding History

AssetMark Inc’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
Q4 		– Sell
-106
Closed -$754 – 2683
2024
Q3 		$754 Hold
106
– – ﹤0.01% 2039
2024
Q2 		$713 Buy
+106
New +$774 ﹤0.01% 1892
2017
Q1 		– Sell
-3
Closed – – 1473
2016
Q4 		$0 Buy
+3
New +$34 ﹤0.01% 1411

Other funds holding SWN

MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

AssetMark Inc's SWN Position: Q4 2024 in Review

AssetMark Inc sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 106 shares — an estimated $754 sold.

AssetMark Inc first reported a position in SWN in Q4 2016 and held it in 3 quarters. The position peaked at $754 in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • AssetMark Inc reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • AssetMark Inc sold 106 Southwestern Energy Company shares in Q4 2024, an estimated $754.
  • AssetMark Inc first reported a position in Southwestern Energy Company in Q4 2016 and held it in 3 quarters.
  • AssetMark Inc's Southwestern Energy Company position peaked at $754 in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on AssetMark Inc's 13F filing for Q4 2024, filed 6 Feb 2025.