CA
SWN

Clearstead Advisors’s Southwestern Energy Company SWN Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-1,660
Closed -$10.7K – 1658
2023
Q3 		$10.7K Buy
+1,660
New +$10.6K ﹤0.01% 1112

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Clearstead Advisors's SWN Position: Q4 2023 in Review

Clearstead Advisors sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 1,660 shares — an estimated $10.7K sold.

Clearstead Advisors first reported a position in SWN in Q3 2023 and held it in 1 quarter. The position peaked at $10.7K in Q3 2023. 476 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

  • Clearstead Advisors reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 1,660 Southwestern Energy Company shares in Q4 2023, an estimated $10.7K.
  • Clearstead Advisors first reported a position in Southwestern Energy Company in Q3 2023 and held it in 1 quarter.
  • Clearstead Advisors's Southwestern Energy Company position peaked at $10.7K in Q3 2023.
  • 476 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.