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Perfromance Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

Perfromance Wealth Partners’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
Q2 		– Sell
-10,000
Closed -$50K – 196
2023
Q1 		$50K Buy
+10,000
New +$53K ﹤0.01% 180

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Perfromance Wealth Partners's SWN Position: Q2 2023 in Review

Perfromance Wealth Partners sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 10,000 shares — an estimated $50K sold.

Perfromance Wealth Partners first reported a position in SWN in Q1 2023 and held it in 1 quarter. The position peaked at $50K in Q1 2023. 441 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

  • Perfromance Wealth Partners reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 10,000 Southwestern Energy Company shares in Q2 2023, an estimated $50K.
  • Perfromance Wealth Partners first reported a position in Southwestern Energy Company in Q1 2023 and held it in 1 quarter.
  • Perfromance Wealth Partners's Southwestern Energy Company position peaked at $50K in Q1 2023.
  • 441 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on Perfromance Wealth Partners's 13F filing for Q2 2023, filed 13 Jul 2023.