CBIZ Investment Advisory Services’s Southwestern Energy Company SWN Stock Holding History

CBIZ Investment Advisory Services’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	-2,000	Closed	-$14.2K	–	516
2024 Q3	$14.2K	Hold	2,000	–	–	﹤0.01%	242
2024 Q2	$13.5K	Hold	2,000	–	–	﹤0.01%	227
2024 Q1	$15.2K	Buy	+2,000	New	+$13.6K	﹤0.01%	221

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 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

CBIZ Investment Advisory Services's SWN Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 2,000 shares — an estimated $14.2K sold.

CBIZ Investment Advisory Services first reported a position in SWN in Q1 2024 and held it in 3 quarters. The position peaked at $15.2K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

CBIZ Investment Advisory Services reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
CBIZ Investment Advisory Services sold 2,000 Southwestern Energy Company shares in Q4 2024, an estimated $14.2K.
CBIZ Investment Advisory Services first reported a position in Southwestern Energy Company in Q1 2024 and held it in 3 quarters.
CBIZ Investment Advisory Services's Southwestern Energy Company position peaked at $15.2K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.