BRWA
SWN

B. Riley Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

B. Riley 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
Q2 		– Sell
-51,210
Closed -$256K – 1667
2023
Q1 		$256K Sell
51,210
-10,344
-17% -$54.9K 0.01% 1148
2022
Q4 		$360K Buy
61,554
+28,433
+86% +$187K 0.01% 947
2022
Q3 		$203K Sell
33,121
-6,713
-17% -$46.4K 0.01% 1222
2022
Q2 		$250K Sell
39,834
-21,364
-35% -$165K 0.01% 956
2022
Q1 		$439K Sell
61,198
-2,818
-4% -$14.2K 0.01% 820
2021
Q4 		$299K Buy
64,016
+564
+0.9% +$2.81K 0.01% 1080
2021
Q3 		$359K Sell
63,452
-1,392
-2% -$6.8K 0.01% 945
2021
Q2 		$308K Sell
64,844
-2,469
-4% -$12.1K 0.01% 1012
2021
Q1 		$208K Sell
67,313
-427
-0.6% -$1.73K 0.01% 1176
2020
Q4 		$202K Sell
67,740
-4,432
-6% -$13.1K 0.01% 924
2020
Q3 		$184K Hold
72,172
– – 0.01% 851
2020
Q2 		$185K Sell
72,172
-67,363
-48% -$192K 0.01% 782
2020
Q1 		$236K Buy
139,535
+41,823
+43% +$72.6K 0.02% 612
2019
Q4 		$192K Sell
97,712
-1,300
-1% -$2.69K 0.02% 764
2019
Q3 		$192K Buy
99,012
+33,263
+51% +$71.4K 0.02% 735
2019
Q2 		$299K Sell
65,749
-12,540
-16% -$48.7K 0.03% 565
2019
Q1 		$275K Buy
78,289
+209
+0.3% +$903 0.03% 535
2018
Q4 		$266K Buy
78,080
+1,195
+2% +$5.88K 0.04% 478
2018
Q3 		$394K Sell
76,885
-14,755
-16% -$78.2K 0.05% 405
2018
Q2 		$487K Buy
91,640
+15,850
+21% +$73.4K 0.06% 334
2018
Q1 		$329K Buy
75,790
+22,695
+43% +$102K 0.05% 421
2017
Q4 		$296K Buy
53,095
+6,935
+15% +$40.3K 0.04% 458
2017
Q3 		$283K Buy
46,160
+53
+0.1% +$300 0.05% 393
2017
Q2 		$281K Buy
46,107
+1,247
+3% +$8.61K 0.05% 384
2017
Q1 		$367K Buy
44,860
+10,532
+31% +$91.2K 0.07% 293
2016
Q4 		$372K Buy
+34,328
New +$393K 0.08% 301
2015
Q1 		– Sell
-107
Closed -$3K – 2067
2014
Q4 		$3K Buy
+107
New +$3.44K ﹤0.01% 3334
2014
Q3 		– Sell
-107
Closed -$4.87K – 1959
2014
Q2 		$4.87K Buy
+107
New +$4.96K ﹤0.01% 2051

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's SWN Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 51,210 shares — an estimated $256K sold.

B. Riley Wealth Advisors first reported a position in SWN in Q2 2014 and held it in 28 quarters. The position peaked at $487K in Q2 2018. 441 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 51,210 Southwestern Energy Company shares in Q2 2023, an estimated $256K.
  • B. Riley Wealth Advisors first reported a position in Southwestern Energy Company in Q2 2014 and held it in 28 quarters.
  • B. Riley Wealth Advisors's Southwestern Energy Company position peaked at $487K in Q2 2018.
  • 441 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.