PFO
SWN

Pathstone Family Office’s Southwestern Energy Company SWN Stock Holding History

Pathstone Family Office’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
Q3 		$110K Buy
+17,043
New +$109K ﹤0.01% 1579
2023
Q1 		– Sell
-39,182
Closed -$152K – 1544
2022
Q4 		$152K Buy
39,182
+17,742
+83% +$117K ﹤0.01% 1409
2022
Q3 		$132K Buy
+21,440
New +$148K ﹤0.01% 1398
2018
Q2 		– Sell
-1,865
Closed -$8K – 350
2018
Q1 		$8K Buy
+1,865
New +$8.38K ﹤0.01% 252
2017
Q2 		– Sell
-100
Closed -$1K – 668
2017
Q1 		$1K Buy
+100
New +$866 ﹤0.01% 542

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return