FGAM
SWN

Financial Gravity Asset Management’s Southwestern Energy Company SWN Stock Holding History

Financial Gravity Asset 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
2020
Q4 		$0 Buy
+6
New +$18 ﹤0.01% 686
2019
Q4 		$3K Hold
1,200
– – ﹤0.01% 1322
2019
Q3 		$2K Hold
1,200
– – ﹤0.01% 939
2019
Q2 		$4K Hold
1,200
– – ﹤0.01% 755
2019
Q1 		$6K Buy
+1,200
New +$5.18K ﹤0.01% 663
2018
Q3 		$6K Buy
+1,200
New +$6.36K 0.01% 707

Other funds holding SWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Financial Gravity Asset Management's SWN Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Southwestern Energy Company (SWN) in Q4 2020: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SWN as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in SWN in Q3 2018 and has held it in 6 quarters since. The position peaked at $6K in Q1 2019. 301 funds tracked by Wall St. Rank hold SWN as of Q4 2020.

  • Financial Gravity Asset Management held 6 shares of Southwestern Energy Company worth $0 as of Q4 2020.
  • Southwestern Energy Company was a new Financial Gravity Asset Management position in Q4 2020.
  • Southwestern Energy Company made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #686 holding.
  • Financial Gravity Asset Management first reported a position in Southwestern Energy Company in Q3 2018 and has held it in 6 quarters since.
  • Financial Gravity Asset Management's Southwestern Energy Company position peaked at $6K in Q1 2019.
  • 301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.