Icon Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-29,500	Closed	-$212K	–	346
2022 Q1	$212K	Buy	+29,500	New	+$149K	0.02%	313
2018 Q1	–	Sell	-4,500	Closed	-$25K	–	764
2017 Q4	$25K	Buy	+4,500	New	+$26.2K	0.01%	566

Other funds holding SWN

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DGI

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RPM

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Icon Wealth Partners's SWN Position: Q2 2022 in Review

Icon Wealth Partners sold out of Southwestern Energy Company (SWN) in Q2 2022, closing a stake of 29,500 shares — an estimated $212K sold.

Icon Wealth Partners first reported a position in SWN in Q4 2017 and held it in 2 quarters. The position peaked at $212K in Q1 2022. 433 funds tracked by Wall St. Rank hold SWN as of Q2 2022.

Icon Wealth Partners reported no remaining Southwestern Energy Company position as of Q2 2022 after selling out during the quarter.
Icon Wealth Partners sold 29,500 Southwestern Energy Company shares in Q2 2022, an estimated $212K.
Icon Wealth Partners first reported a position in Southwestern Energy Company in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Southwestern Energy Company position peaked at $212K in Q1 2022.
433 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.