AAS
SWN

Avantax Advisory Services’s Southwestern Energy Company SWN Stock Holding History

Avantax Advisory Services’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
-12,349
Closed -$87.8K – 2297
2024
Q3 		$87.8K Sell
12,349
-5,654
-31% -$36.5K ﹤0.01% 2077
2024
Q2 		$121K Sell
18,003
-3,797
-17% -$27.7K ﹤0.01% 1996
2024
Q1 		$165K Buy
21,800
+700
+3% +$4.75K ﹤0.01% 1560
2023
Q4 		$138K Sell
21,100
-500
-2% -$3.34K ﹤0.01% 1512
2023
Q3 		$139K Sell
21,600
-1,050
-5% -$6.69K ﹤0.01% 1470
2023
Q2 		$136K Sell
22,650
-200
-0.9% -$1.03K ﹤0.01% 1430
2023
Q1 		$114K Hold
22,850
– – ﹤0.01% 1417
2022
Q4 		$134K Sell
22,850
-75
-0.3% -$493 ﹤0.01% 1347
2022
Q3 		$140K Buy
22,925
+5,625
+33% +$38.9K ﹤0.01% 1249
2022
Q2 		$108K Buy
17,300
+250
+1% +$1.93K ﹤0.01% 1242
2022
Q1 		$123K Hold
17,050
– – ﹤0.01% 1229
2021
Q4 		$79K Hold
17,050
– – ﹤0.01% 1222
2021
Q3 		$95K Hold
17,050
– – ﹤0.01% 1148
2021
Q2 		$97K Hold
17,050
– – ﹤0.01% 1115
2021
Q1 		$79K Hold
17,050
– – ﹤0.01% 1009
2020
Q4 		$51K Sell
17,050
-566
-3% -$1.67K ﹤0.01% 923
2020
Q3 		$42K Buy
17,616
+566
+3% +$1.5K ﹤0.01% 1339
2020
Q2 		$44K Buy
+17,050
New +$48.6K ﹤0.01% 837

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

Avantax Advisory Services's SWN Position: Q4 2024 in Review

Avantax Advisory Services sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 12,349 shares — an estimated $87.8K sold.

Avantax Advisory Services first reported a position in SWN in Q2 2020 and held it in 18 quarters. The position peaked at $165K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Avantax Advisory Services reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 12,349 Southwestern Energy Company shares in Q4 2024, an estimated $87.8K.
  • Avantax Advisory Services first reported a position in Southwestern Energy Company in Q2 2020 and held it in 18 quarters.
  • Avantax Advisory Services's Southwestern Energy Company position peaked at $165K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.