Journey Strategic Wealth’s Southwestern Energy Company SWN Stock Holding History

Journey Strategic Wealth’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 Q4	–	Sell	-10,115	Closed	-$65.2K	–	265
2023 Q3	$65.2K	Sell	10,115 -10	-0.1%	-$64	﹤0.01%	197
2023 Q2	$60.9K	Buy	+10,125	New	+$52.2K	﹤0.01%	195
2022 Q4	–	Sell	-14,418	Closed	-$88K	–	259
2022 Q3	$88K	Hold	14,418	–	–	0.01%	175
2022 Q2	$90K	Sell	14,418 -439	-3%	-$3.39K	0.01%	118
2022 Q1	$107K	Buy	14,857 +1,370	+10%	+$6.9K	0.01%	173
2021 Q4	$63K	Buy	+13,487	New	+$67.2K	0.01%	207

Other funds holding SWN

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Journey Strategic Wealth's SWN Position: Q4 2023 in Review

Journey Strategic Wealth sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 10,115 shares — an estimated $65.2K sold.

Journey Strategic Wealth first reported a position in SWN in Q4 2021 and held it in 6 quarters. The position peaked at $107K in Q1 2022. 476 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

Journey Strategic Wealth reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
Journey Strategic Wealth sold 10,115 Southwestern Energy Company shares in Q4 2023, an estimated $65.2K.
Journey Strategic Wealth first reported a position in Southwestern Energy Company in Q4 2021 and held it in 6 quarters.
Journey Strategic Wealth's Southwestern Energy Company position peaked at $107K in Q1 2022.
476 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Journey Strategic Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.