PFWA
SWN

Paces Ferry Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-208
Closed – – 1164
2020
Q3 		$0 Buy
+208
New +$553 ﹤0.01% 1266

Other funds holding SWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Paces Ferry Wealth Advisors's SWN Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q4 2020, closing a stake of 208 shares.

Paces Ferry Wealth Advisors first reported a position in SWN in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 301 funds tracked by Wall St. Rank hold SWN as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Southwestern Energy Company position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 208 Southwestern Energy Company shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Southwestern Energy Company in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Southwestern Energy Company position peaked at $0 in Q3 2020.
  • 301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.