AWM
SWN

Avior Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Avior Wealth Management’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
-22
Closed -$156 – 2565
2024
Q3 		$156 Hold
22
– – ﹤0.01% 2236
2024
Q2 		$148 Sell
22
-2,906
-99% -$21.2K ﹤0.01% 2199
2024
Q1 		$22.2K Buy
+2,928
New +$19.9K ﹤0.01% 1554

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

Avior Wealth Management's SWN Position: Q4 2024 in Review

Avior Wealth Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 22 shares — an estimated $156 sold.

Avior Wealth Management first reported a position in SWN in Q1 2024 and held it in 3 quarters. The position peaked at $22.2K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Avior Wealth Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 22 Southwestern Energy Company shares in Q4 2024, an estimated $156.
  • Avior Wealth Management first reported a position in Southwestern Energy Company in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Southwestern Energy Company position peaked at $22.2K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.