IAA
SWN

Independent Advisor Alliance’s Southwestern Energy Company SWN Stock Holding History

Independent Advisor Alliance’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
2024
Q4 		– Sell
-159,225
Closed -$1.13M – 1387
2024
Q3 		$1.13M Sell
159,225
-96
-0.1% -$619 0.04% 310
2024
Q2 		$1.07M Buy
159,321
+1,201
+0.8% +$8.77K 0.04% 312
2024
Q1 		$1.2M Hold
158,120
– – 0.04% 291
2023
Q4 		$1.04M Sell
158,120
-17,534
-10% -$117K 0.04% 305
2023
Q3 		$1.13M Buy
175,654
+5,884
+3% +$37.5K 0.05% 277
2023
Q2 		$1.02M Buy
169,770
+20,950
+14% +$108K 0.05% 300
2023
Q1 		$744K Buy
148,820
+19,410
+15% +$103K 0.04% 336
2022
Q4 		$757 Buy
129,410
+13,360
+12% +$87.8K ﹤0.01% 318
2022
Q3 		$710K Buy
116,050
+37,648
+48% +$260K 0.04% 307
2022
Q2 		$490K Buy
+78,402
New +$606K 0.03% 373

Other funds holding SWN

MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return