CAS
SWN

Coppell Advisory Solutions’s Southwestern Energy Company SWN Stock Holding History

Coppell Advisory Solutions’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
-246
Closed -$1.76K – 2112
2024
Q3 		$1.76K Hold
246
– – ﹤0.01% 1467
2024
Q2 		$1.66K Buy
+246
New +$1.8K ﹤0.01% 1413

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
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

Coppell Advisory Solutions's SWN Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 246 shares — an estimated $1.76K sold.

Coppell Advisory Solutions first reported a position in SWN in Q2 2024 and held it in 2 quarters. The position peaked at $1.76K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 246 Southwestern Energy Company shares in Q4 2024, an estimated $1.76K.
  • Coppell Advisory Solutions first reported a position in Southwestern Energy Company in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Southwestern Energy Company position peaked at $1.76K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.