Harvest Group Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-226	Closed	-$1K	–	759
2020 Q4	$1K	Buy	226 +127	+128%	+$374	﹤0.01%	593
2020 Q3	$0	Buy	99 +25	+34%	+$66	﹤0.01%	859
2020 Q2	$0	Hold	74	–	–	﹤0.01%	901
2020 Q1	$0	Buy	+74	New	+$128	﹤0.01%	1083
2019 Q2	–	Sell	-703	Closed	-$3K	–	1026
2019 Q1	$3K	Buy	+703	New	+$3.04K	﹤0.01%	552

Other funds holding SWN

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

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

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

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

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

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's SWN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Southwestern Energy Company (SWN) in Q1 2021, closing a stake of 226 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SWN in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 301 funds tracked by Wall St. Rank hold SWN as of Q1 2021.

Harvest Group Wealth Management reported no remaining Southwestern Energy Company position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 226 Southwestern Energy Company shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Southwestern Energy Company in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Southwestern Energy Company position peaked at $3K in Q1 2019.
301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.