EWM
SWN

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

Empirical 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
Q4 		– Sell
-10,391
Closed -$64K – 488
2022
Q3 		$64K Buy
+10,391
New +$71.9K ﹤0.01% 453

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Empirical Wealth Management's SWN Position: Q4 2022 in Review

Empirical Wealth Management sold out of Southwestern Energy Company (SWN) in Q4 2022, closing a stake of 10,391 shares — an estimated $64K sold.

Empirical Wealth Management first reported a position in SWN in Q3 2022 and held it in 1 quarter. The position peaked at $64K in Q3 2022. 463 funds tracked by Wall St. Rank hold SWN as of Q4 2022.

  • Empirical Wealth Management reported no remaining Southwestern Energy Company position as of Q4 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 10,391 Southwestern Energy Company shares in Q4 2022, an estimated $64K.
  • Empirical Wealth Management first reported a position in Southwestern Energy Company in Q3 2022 and held it in 1 quarter.
  • Empirical Wealth Management's Southwestern Energy Company position peaked at $64K in Q3 2022.
  • 463 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2022.

Based on Empirical Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.