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Atlas Private Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Atlas Private Wealth Advisors’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
Q4 		– Sell
-219,528
Closed -$1.42M – 193
2023
Q3 		$1.42M Sell
219,528
-10,400
-5% -$66.3K 0.27% 65
2023
Q2 		$1.38M Buy
229,928
+113,384
+97% +$584K 0.28% 66
2023
Q1 		$583K Sell
116,544
-645
-0.6% -$3.42K 0.27% 69
2022
Q4 		$686K Sell
117,189
-690
-0.6% -$4.54K 0.37% 60
2022
Q3 		$721K Buy
117,879
+2,985
+3% +$20.6K 0.43% 56
2022
Q2 		$718K Buy
114,894
+7,137
+7% +$55.2K 0.43% 55
2022
Q1 		$773K Sell
107,757
-2,817
-3% -$14.2K 0.34% 64
2021
Q4 		$515K Buy
110,574
+115
+0.1% +$573 0.24% 94
2021
Q3 		$612K Sell
110,459
-551
-0.5% -$2.69K 0.32% 74
2021
Q2 		$629K Buy
111,010
+1,725
+2% +$8.48K 0.34% 71
2021
Q1 		$508K Buy
109,285
+11,715
+12% +$47.3K 0.28% 74
2020
Q4 		$291K Sell
97,570
-6,080
-6% -$17.9K 0.2% 91
2020
Q3 		$244K Sell
103,650
-250
-0.2% -$665 0.2% 86
2020
Q2 		$266K Buy
+103,900
New +$296K 0.24% 88

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Private Wealth Advisors's SWN Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 219,528 shares — an estimated $1.42M sold.

Atlas Private Wealth Advisors first reported a position in SWN in Q2 2020 and held it in 14 quarters. The position peaked at $1.42M in Q3 2023. 475 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

  • Atlas Private Wealth Advisors reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 219,528 Southwestern Energy Company shares in Q4 2023, an estimated $1.42M.
  • Atlas Private Wealth Advisors first reported a position in Southwestern Energy Company in Q2 2020 and held it in 14 quarters.
  • Atlas Private Wealth Advisors's Southwestern Energy Company position peaked at $1.42M in Q3 2023.
  • 475 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.