Sound Income Strategies’s Southwestern Energy Company SWN Stock Holding History

Sound Income Strategies’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	–	Sell	-227	Closed	-$1.36K	–	1236
2023 Q2	$1.36K	Hold	227	–	–	﹤0.01%	932
2023 Q1	$1.14K	Hold	227	–	–	﹤0.01%	916
2022 Q4	$1.33K	Hold	227	–	–	﹤0.01%	824
2022 Q3	$1K	Hold	227	–	–	﹤0.01%	863
2022 Q2	$1K	Hold	227	–	–	﹤0.01%	869
2022 Q1	$2K	Hold	227	–	–	﹤0.01%	758
2021 Q4	$1K	Hold	227	–	–	﹤0.01%	825
2021 Q3	$1K	Hold	227	–	–	﹤0.01%	804
2021 Q2	$1K	Hold	227	–	–	﹤0.01%	857
2021 Q1	$1.06K	Hold	227	–	–	﹤0.01%	829
2020 Q4	$1K	Hold	227	–	–	﹤0.01%	845
2020 Q3	$1K	Hold	227	–	–	﹤0.01%	809
2020 Q2	$1K	Hold	227	–	–	﹤0.01%	753
2020 Q1	$0	Hold	227	–	–	﹤0.01%	899
2019 Q4	$1K	Buy	+227	New	+$469	﹤0.01%	681

Other funds holding SWN

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DGI

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sound Income Strategies's SWN Position: Q3 2023 in Review

Sound Income Strategies sold out of Southwestern Energy Company (SWN) in Q3 2023, closing a stake of 227 shares — an estimated $1.36K sold.

Sound Income Strategies first reported a position in SWN in Q4 2019 and held it in 15 quarters. The position peaked at $2K in Q1 2022. 463 funds tracked by Wall St. Rank hold SWN as of Q3 2023.

Sound Income Strategies reported no remaining Southwestern Energy Company position as of Q3 2023 after selling out during the quarter.
Sound Income Strategies sold 227 Southwestern Energy Company shares in Q3 2023, an estimated $1.36K.
Sound Income Strategies first reported a position in Southwestern Energy Company in Q4 2019 and held it in 15 quarters.
Sound Income Strategies's Southwestern Energy Company position peaked at $2K in Q1 2022.
463 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2023.

Based on Sound Income Strategies's 13F filing for Q3 2023, filed 12 Oct 2023.