SFS
SWN

Sowell Financial Services’s Southwestern Energy Company SWN Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-31,563
Closed -$148K – 2888
2021
Q1 		$148K Sell
31,563
-20,000
-39% -$80.8K 0.01% 1198
2020
Q4 		$154K Hold
51,563
– – 0.01% 963
2020
Q3 		$121K Hold
51,563
– – 0.01% 909
2020
Q2 		$132K Hold
51,563
– – 0.01% 879
2020
Q1 		$87K Buy
51,563
+25,210
+96% +$43.8K 0.01% 894
2019
Q4 		$64K Sell
26,353
-26,650
-50% -$55.1K ﹤0.01% 1069
2019
Q3 		$102K Buy
+53,003
New +$114K 0.01% 827
2017
Q1 		– Sell
-100
Closed -$1K – 587
2016
Q4 		$1K Buy
+100
New +$1.15K ﹤0.01% 632

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return