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Heritage Wealth Management (Arizona)’s Southwestern Energy Company SWN Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-2,000
Closed -$12.5K – 1118
2022
Q2 		$12.5K Buy
+2,000
New +$15.5K ﹤0.01% 633

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SWN Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Southwestern Energy Company (SWN) in Q3 2022, closing a stake of 2,000 shares — an estimated $12.5K sold.

Heritage Wealth Management (Arizona) first reported a position in SWN in Q2 2022 and held it in 1 quarter. The position peaked at $12.5K in Q2 2022. 470 funds tracked by Wall St. Rank hold SWN as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Southwestern Energy Company position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 2,000 Southwestern Energy Company shares in Q3 2022, an estimated $12.5K.
  • Heritage Wealth Management (Arizona) first reported a position in Southwestern Energy Company in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Southwestern Energy Company position peaked at $12.5K in Q2 2022.
  • 470 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.