Crewe Advisors’s Southwestern Energy Company SWN Stock Holding History

Crewe 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
2021 Q3	–	Sell	-699	Closed	-$4K	–	477
2021 Q2	$4K	Sell	699 -1,065	-60%	-$5.24K	﹤0.01%	360
2021 Q1	$8K	Hold	1,764	–	–	﹤0.01%	327
2020 Q4	$5K	Hold	1,764	–	–	﹤0.01%	363
2020 Q3	$4K	Buy	+1,764	New	+$4.69K	﹤0.01%	422

Other funds holding SWN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

YEPX

Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YEPX

Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crewe Advisors's SWN Position: Q3 2021 in Review

Crewe Advisors sold out of Southwestern Energy Company (SWN) in Q3 2021, closing a stake of 699 shares — an estimated $4K sold.

Crewe Advisors first reported a position in SWN in Q3 2020 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 316 funds tracked by Wall St. Rank hold SWN as of Q3 2021.

Crewe Advisors reported no remaining Southwestern Energy Company position as of Q3 2021 after selling out during the quarter.
Crewe Advisors sold 699 Southwestern Energy Company shares in Q3 2021, an estimated $4K.
Crewe Advisors first reported a position in Southwestern Energy Company in Q3 2020 and held it in 4 quarters.
Crewe Advisors's Southwestern Energy Company position peaked at $8K in Q1 2021.
316 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2021.

Based on Crewe Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.