SFA
SWN

Sequoia Financial Advisors’s Southwestern Energy Company SWN Stock Holding History

Sequoia Financial 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
2024
Q4 		– Sell
-11,834
Closed -$84.1K – 1442
2024
Q3 		$84.1K Buy
11,834
+1,039
+10% +$6.71K ﹤0.01% 1238
2024
Q2 		$72.7K Buy
10,795
+717
+7% +$5.24K ﹤0.01% 1182
2024
Q1 		$76.4K Sell
10,078
-2,314
-19% -$15.7K ﹤0.01% 1128
2023
Q4 		$81.2K Sell
12,392
-625
-5% -$4.17K ﹤0.01% 1166
2023
Q3 		$84K Buy
+13,017
New +$83K ﹤0.01% 927
2022
Q3 		– Sell
-13,435
Closed -$84K – 599
2022
Q2 		$84K Buy
13,435
+806
+6% +$6.23K ﹤0.01% 571
2022
Q1 		$91K Buy
+12,629
New +$63.6K ﹤0.01% 645

Other funds holding SWN

MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Sequoia Financial Advisors's SWN Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 11,834 shares — an estimated $84.1K sold.

Sequoia Financial Advisors first reported a position in SWN in Q1 2022 and held it in 7 quarters. The position peaked at $91K in Q1 2022. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,834 Southwestern Energy Company shares in Q4 2024, an estimated $84.1K.
  • Sequoia Financial Advisors first reported a position in Southwestern Energy Company in Q1 2022 and held it in 7 quarters.
  • Sequoia Financial Advisors's Southwestern Energy Company position peaked at $91K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.