Avidian Wealth Enterprises’s Southwestern Energy Company SWN Stock Holding History

Avidian Wealth Enterprises’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	-12,700	Closed	-$81.9K	–	440
2023 Q3	$81.9K	Hold	12,700	–	–	0.01%	388
2023 Q2	$76.3K	Sell	12,700 -54	-0.4%	-$278	0.01%	404
2023 Q1	$63.8K	Sell	12,754 -2,300	-15%	-$12.2K	﹤0.01%	465
2022 Q4	$88.1K	Buy	15,054 +492	+3%	+$3.23K	0.01%	437
2022 Q3	$89K	Buy	+14,562	New	+$101K	0.01%	406
2018 Q4	–	Sell	-106,671	Closed	-$545K	–	124
2018 Q3	$545K	Buy	106,671 +16,439	+18%	+$87.2K	0.17%	55
2018 Q2	$478K	Buy	+90,232	New	+$418K	0.15%	57

Other funds holding SWN

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DGI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Avidian Wealth Enterprises's SWN Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 12,700 shares — an estimated $81.9K sold.

Avidian Wealth Enterprises first reported a position in SWN in Q2 2018 and held it in 7 quarters. The position peaked at $545K in Q3 2018. 476 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

Avidian Wealth Enterprises reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 12,700 Southwestern Energy Company shares in Q4 2023, an estimated $81.9K.
Avidian Wealth Enterprises first reported a position in Southwestern Energy Company in Q2 2018 and held it in 7 quarters.
Avidian Wealth Enterprises's Southwestern Energy Company position peaked at $545K in Q3 2018.
476 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.