CWM
SWN

C2C Wealth Management’s Southwestern Energy Company SWN Stock Holding History

C2C 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
2023
Q3 		– Sell
-12,000
Closed -$73K – 253
2023
Q2 		$73K Hold
12,000
– – 0.01% 240
2023
Q1 		$61.9K Buy
+12,000
New +$63.7K 0.01% 229

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

C2C Wealth Management's SWN Position: Q3 2023 in Review

C2C Wealth Management sold out of Southwestern Energy Company (SWN) in Q3 2023, closing a stake of 12,000 shares — an estimated $73K sold.

C2C Wealth Management first reported a position in SWN in Q1 2023 and held it in 2 quarters. The position peaked at $73K in Q2 2023. 463 funds tracked by Wall St. Rank hold SWN as of Q3 2023.

  • C2C Wealth Management reported no remaining Southwestern Energy Company position as of Q3 2023 after selling out during the quarter.
  • C2C Wealth Management sold 12,000 Southwestern Energy Company shares in Q3 2023, an estimated $73K.
  • C2C Wealth Management first reported a position in Southwestern Energy Company in Q1 2023 and held it in 2 quarters.
  • C2C Wealth Management's Southwestern Energy Company position peaked at $73K in Q2 2023.
  • 463 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2023.

Based on C2C Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.