Fortem Financial Group’s Southwestern Energy Company SWN Stock Holding History

Fortem Financial Group’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
2023 Q2	–	Sell	-10,525	Closed	-$52.6K	–	173
2023 Q1	$52.6K	Sell	10,525 -22,975	-69%	-$122K	0.03%	146
2022 Q4	$196K	Sell	33,500 -1,510	-4%	-$9.93K	0.11%	153
2022 Q3	$214K	Buy	35,010 +8,510	+32%	+$58.9K	0.15%	145
2022 Q2	$166K	Buy	+26,500	New	+$205K	0.11%	159

Other funds holding SWN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fortem Financial Group's SWN Position: Q2 2023 in Review

Fortem Financial Group sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 10,525 shares — an estimated $52.6K sold.

Fortem Financial Group first reported a position in SWN in Q2 2022 and held it in 4 quarters. The position peaked at $214K in Q3 2022. 441 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

Fortem Financial Group reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
Fortem Financial Group sold 10,525 Southwestern Energy Company shares in Q2 2023, an estimated $52.6K.
Fortem Financial Group first reported a position in Southwestern Energy Company in Q2 2022 and held it in 4 quarters.
Fortem Financial Group's Southwestern Energy Company position peaked at $214K in Q3 2022.
441 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on Fortem Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.