Cetera Advisor Networks’s Southwestern Energy Company SWN Stock Holding History

Cetera Advisor Networks’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	$796K	Sell	105,066 -7,362	-7%	-$50K	﹤0.01%	1608
2023 Q4	$736K	Buy	112,428 +3,028	+3%	+$20.2K	﹤0.01%	1586
2023 Q3	$706K	Buy	109,400 +2,419	+2%	+$15.4K	﹤0.01%	1525
2023 Q2	$643K	Sell	106,981 -14,841	-12%	-$76.5K	﹤0.01%	1557
2023 Q1	$609K	Buy	121,822 +20,472	+20%	+$109K	﹤0.01%	1569
2022 Q4	$593K	Buy	101,350 +11,257	+12%	+$74K	﹤0.01%	1518
2022 Q3	$551K	Buy	90,093 +14,653	+19%	+$101K	0.01%	1224
2022 Q2	$472K	Buy	75,440 +28,554	+61%	+$221K	0.01%	1311
2022 Q1	$336K	Buy	46,886 +4,051	+9%	+$20.4K	﹤0.01%	1560
2021 Q4	$200K	Buy	42,835 +6,318	+17%	+$31.5K	﹤0.01%	1883
2021 Q3	$202K	Buy	36,517 +7,772	+27%	+$37.9K	﹤0.01%	1793
2021 Q2	$163K	Buy	+28,745	New	+$141K	﹤0.01%	1799
2020 Q3	–	Sell	-375	Closed	-$1K	–	3130
2020 Q2	$1K	Buy	+375	New	+$1.07K	﹤0.01%	3396
2017 Q3	–	Sell	-13,430	Closed	-$81K	–	953
2017 Q2	$81K	Buy	13,430 +175	+1%	+$1.21K	﹤0.01%	901
2017 Q1	$108K	Hold	13,255	–	–	0.01%	892
2016 Q4	$142K	Sell	13,255 -2,791	-17%	-$32K	0.01%	825
2016 Q3	$222K	Buy	16,046 +1,200	+8%	+$16.6K	0.01%	896
2016 Q2	$186K	Sell	14,846 -896	-6%	-$10.9K	0.01%	774
2016 Q1	$127K	Sell	15,742 -700	-4%	-$5.37K	0.01%	787
2015 Q4	$119K	Sell	16,442 -200	-1%	-$1.96K	0.01%	789
2015 Q3	$209K	Sell	16,642 -1,172	-7%	-$20.4K	0.01%	715
2015 Q2	$413K	Hold	17,814	–	–	0.03%	519
2015 Q1	$413K	Buy	17,814 +85	+0.5%	+$2.11K	0.03%	523
2014 Q4	$483K	Sell	17,729 -1,909	-10%	-$61.3K	0.03%	454
2014 Q3	$685K	Buy	19,638 +1,975	+11%	+$79K	0.05%	367
2014 Q2	$805K	Hold	17,663	–	–	0.05%	350
2014 Q1	$814K	Sell	17,663 -2,989	-14%	-$125K	0.06%	315
2013 Q4	$812K	Buy	20,652 +2,734	+15%	+$103K	0.06%	307
2013 Q3	$651K	Buy	17,918 +4,600	+35%	+$175K	0.06%	303
2013 Q2	$487K	Buy	+13,318	New	+$495K	0.05%	322

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 $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Cetera Advisor Networks's SWN Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Southwestern Energy Company (SWN) stake by 6.5% in Q1 2024, selling an estimated $50K and leaving 105,066 shares worth $796K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Cetera Advisor Networks first reported a position in SWN in Q2 2013 and has held it in 30 quarters since. The position peaked at $814K in Q1 2014. 478 funds tracked by Wall St. Rank hold SWN as of Q1 2024.

Cetera Advisor Networks held 105,066 shares of Southwestern Energy Company worth $796K as of Q1 2024.
Cetera Advisor Networks sold 7,362 Southwestern Energy Company shares in Q1 2024, an estimated $50K.
Southwestern Energy Company made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1608 holding.
Cetera Advisor Networks first reported a position in Southwestern Energy Company in Q2 2013 and has held it in 30 quarters since.
Cetera Advisor Networks's Southwestern Energy Company position peaked at $814K in Q1 2014.
478 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.