Benjamin F. Edwards & Company’s Southwestern Energy Company SWN Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-500	Closed	-$3K	–	1926
2022 Q4	$3K	Hold	500	–	–	﹤0.01%	1701
2022 Q3	$3K	Buy	+500	New	+$3.46K	﹤0.01%	1684
2017 Q3	–	Sell	-1	Closed	–	–	1594
2017 Q2	$0	Hold	1	–	–	﹤0.01%	1497
2017 Q1	$0	Buy	+1	New	+$9	﹤0.01%	1405
2016 Q2	–	Sell	-398	Closed	-$3K	–	1137
2016 Q1	$3K	Hold	398	–	–	﹤0.01%	993
2015 Q4	$3K	Sell	398 -3,000	-88%	-$29.4K	﹤0.01%	1046
2015 Q3	$43K	Hold	3,398	–	–	0.01%	560
2015 Q2	$77K	Buy	3,398 +3,373	+13,492%	+$86.5K	0.02%	511
2015 Q1	$1K	Buy	+25	New	+$621	﹤0.01%	1108

Other funds holding SWN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Benjamin F. Edwards & Company's SWN Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Southwestern Energy Company (SWN) in Q1 2023, closing a stake of 500 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in SWN in Q1 2015 and held it in 9 quarters. The position peaked at $77K in Q2 2015. 450 funds tracked by Wall St. Rank hold SWN as of Q1 2023.

Benjamin F. Edwards & Company reported no remaining Southwestern Energy Company position as of Q1 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 500 Southwestern Energy Company shares in Q1 2023, an estimated $3K.
Benjamin F. Edwards & Company first reported a position in Southwestern Energy Company in Q1 2015 and held it in 9 quarters.
Benjamin F. Edwards & Company's Southwestern Energy Company position peaked at $77K in Q2 2015.
450 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.