Level Four Advisory Services’s Southwestern Energy Company SWN Stock Holding History

Level Four Advisory Services’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 Q1	–	Sell	-37,694	Closed	-$221K	–	837
2022 Q4	$221K	Sell	37,694 -1,544	-4%	-$10.2K	0.02%	592
2022 Q3	$240K	Buy	+39,238	New	+$271K	0.02%	472

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

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

DGI

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KGI

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

Level Four Advisory Services's SWN Position: Q1 2023 in Review

Level Four Advisory Services sold out of Southwestern Energy Company (SWN) in Q1 2023, closing a stake of 37,694 shares — an estimated $221K sold.

Level Four Advisory Services first reported a position in SWN in Q3 2022 and held it in 2 quarters. The position peaked at $240K in Q3 2022. 451 funds tracked by Wall St. Rank hold SWN as of Q1 2023.

Level Four Advisory Services reported no remaining Southwestern Energy Company position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 37,694 Southwestern Energy Company shares in Q1 2023, an estimated $221K.
Level Four Advisory Services first reported a position in Southwestern Energy Company in Q3 2022 and held it in 2 quarters.
Level Four Advisory Services's Southwestern Energy Company position peaked at $240K in Q3 2022.
451 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.