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
2024 Q2	–	Sell	-13	Closed	-$95	–	2501
2024 Q1	$95	Buy	13 +12	+1,200%	+$81	﹤0.01%	1746
2023 Q4	$4	Hold	1	–	–	﹤0.01%	1503
2023 Q3	$4	Sell	1 -5	-83%	-$32	﹤0.01%	1203
2023 Q2	$80	Buy	6 +1	+20%	+$5	﹤0.01%	1331
2023 Q1	$137	Sell	5 -1	-17%	-$5	﹤0.01%	668
2022 Q4	$77	Sell	6 -84	-93%	-$552	﹤0.01%	1164
2022 Q3	$203	Sell	90 -6	-6%	-$41	0.01%	547
2022 Q2	$209	Sell	96 -16	-14%	-$124	0.01%	524
2022 Q1	$348	Buy	+112	New	+$564	0.01%	478
2021 Q1	–	Sell	-6	Closed	–	–	903
2020 Q4	$0	Buy	+6	New	+$18	﹤0.01%	686
2020 Q1	–	Sell	-1,200	Closed	-$3K	–	1399
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Financial Gravity Asset Management's SWN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Southwestern Energy Company (SWN) in Q2 2024, closing a stake of 13 shares — an estimated $95 sold.

Financial Gravity Asset Management first reported a position in SWN in Q3 2018 and held it in 15 quarters. The position peaked at $6K in Q1 2019. 483 funds tracked by Wall St. Rank hold SWN as of Q2 2024.

Financial Gravity Asset Management reported no remaining Southwestern Energy Company position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 13 Southwestern Energy Company shares in Q2 2024, an estimated $95.
Financial Gravity Asset Management first reported a position in Southwestern Energy Company in Q3 2018 and held it in 15 quarters.
Financial Gravity Asset Management's Southwestern Energy Company position peaked at $6K in Q1 2019.
483 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.