Regent Peak Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-200	Closed	-$1K	–	1058
2020 Q4	$1K	Buy	+200	New	+$589	﹤0.01%	1025

Other funds holding SWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's SWN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q1 2021, closing a stake of 200 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in SWN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 301 funds tracked by Wall St. Rank hold SWN as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Southwestern Energy Company position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 200 Southwestern Energy Company shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Southwestern Energy Company in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Southwestern Energy Company position peaked at $1K in Q4 2020.
301 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.