FWM
SWN

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

Forefront 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
Q1 		– Sell
-34,258
Closed -$160K – 63
2021
Q4 		$160K Buy
+34,258
New +$171K 0.15% 55

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forefront Wealth Management's SWN Position: Q1 2022 in Review

Forefront Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2022, closing a stake of 34,258 shares — an estimated $160K sold.

Forefront Wealth Management first reported a position in SWN in Q4 2021 and held it in 1 quarter. The position peaked at $160K in Q4 2021. 383 funds tracked by Wall St. Rank hold SWN as of Q1 2022.

  • Forefront Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2022 after selling out during the quarter.
  • Forefront Wealth Management sold 34,258 Southwestern Energy Company shares in Q1 2022, an estimated $160K.
  • Forefront Wealth Management first reported a position in Southwestern Energy Company in Q4 2021 and held it in 1 quarter.
  • Forefront Wealth Management's Southwestern Energy Company position peaked at $160K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2022.

Based on Forefront Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.