EW
SWN

Evoke Wealth’s Southwestern Energy Company SWN Stock Holding History

Evoke Wealth’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
-823
Closed -$5K – 1199
2022
Q3 		$5K Hold
823
– – ﹤0.01% 900
2022
Q2 		$5K Hold
823
– – ﹤0.01% 912
2022
Q1 		$6K Hold
823
– – ﹤0.01% 886
2021
Q4 		$4K Hold
823
– – ﹤0.01% 971
2021
Q3 		$4K Hold
823
– – ﹤0.01% 919
2021
Q2 		$5K Hold
823
– – ﹤0.01% 910
2021
Q1 		$4K Hold
823
– – ﹤0.01% 918
2020
Q4 		$2K Hold
823
– – ﹤0.01% 918
2020
Q3 		$2K Sell
823
-137
-14% -$364 ﹤0.01% 878
2020
Q2 		$2K Buy
960
+823
+601% +$2.35K ﹤0.01% 915
2020
Q1 		$232 Buy
+137
New +$238 ﹤0.01% 1080

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

Evoke Wealth's SWN Position: Q4 2022 in Review

Evoke Wealth sold out of Southwestern Energy Company (SWN) in Q4 2022, closing a stake of 823 shares — an estimated $5K sold.

Evoke Wealth first reported a position in SWN in Q1 2020 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 463 funds tracked by Wall St. Rank hold SWN as of Q4 2022.

  • Evoke Wealth reported no remaining Southwestern Energy Company position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 823 Southwestern Energy Company shares in Q4 2022, an estimated $5K.
  • Evoke Wealth first reported a position in Southwestern Energy Company in Q1 2020 and held it in 11 quarters.
  • Evoke Wealth's Southwestern Energy Company position peaked at $6K in Q1 2022.
  • 463 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.