CWM
SWN

Curi Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-2,805
Closed -$18K – 732
2022
Q2 		$18K Hold
2,805
– – ﹤0.01% 317
2022
Q1 		$20K Hold
2,805
– – ﹤0.01% 293
2021
Q4 		$13K Buy
+2,805
New +$14K ﹤0.01% 292

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Curi Wealth Management's SWN Position: Q3 2022 in Review

Curi Wealth Management sold out of Southwestern Energy Company (SWN) in Q3 2022, closing a stake of 2,805 shares — an estimated $18K sold.

Curi Wealth Management first reported a position in SWN in Q4 2021 and held it in 3 quarters. The position peaked at $20K in Q1 2022. 472 funds tracked by Wall St. Rank hold SWN as of Q3 2022.

  • Curi Wealth Management reported no remaining Southwestern Energy Company position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2,805 Southwestern Energy Company shares in Q3 2022, an estimated $18K.
  • Curi Wealth Management first reported a position in Southwestern Energy Company in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Southwestern Energy Company position peaked at $20K in Q1 2022.
  • 472 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.