BWP
SWN

Balboa Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-52,960
Closed -$347K – 324
2023
Q4 		$347K Buy
+52,960
New +$354K 0.12% 143

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Balboa Wealth Partners's SWN Position: Q1 2024 in Review

Balboa Wealth Partners sold out of Southwestern Energy Company (SWN) in Q1 2024, closing a stake of 52,960 shares — an estimated $347K sold.

Balboa Wealth Partners first reported a position in SWN in Q4 2023 and held it in 1 quarter. The position peaked at $347K in Q4 2023. 479 funds tracked by Wall St. Rank hold SWN as of Q1 2024.

  • Balboa Wealth Partners reported no remaining Southwestern Energy Company position as of Q1 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 52,960 Southwestern Energy Company shares in Q1 2024, an estimated $347K.
  • Balboa Wealth Partners first reported a position in Southwestern Energy Company in Q4 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's Southwestern Energy Company position peaked at $347K in Q4 2023.
  • 479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2024.

Based on Balboa Wealth Partners's 13F filing for Q1 2024, filed 13 May 2024.