DAS
SWN

Dynamic Advisor Solutions’s Southwestern Energy Company SWN Stock Holding History

Dynamic Advisor 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
-15,079
Closed -$107K – 965
2024
Q3 		$107K Buy
+15,079
New +$97.3K ﹤0.01% 906

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

Dynamic Advisor Solutions's SWN Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 15,079 shares — an estimated $107K sold.

Dynamic Advisor Solutions first reported a position in SWN in Q3 2024 and held it in 1 quarter. The position peaked at $107K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 15,079 Southwestern Energy Company shares in Q4 2024, an estimated $107K.
  • Dynamic Advisor Solutions first reported a position in Southwestern Energy Company in Q3 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Southwestern Energy Company position peaked at $107K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.