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	–	2882
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	–	582
2016 Q4	$1K	Buy	+100	New	+$1.15K	﹤0.01%	632

Other funds holding SWN

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Sowell Financial Services's SWN Position: Q2 2021 in Review

Sowell Financial Services sold out of Southwestern Energy Company (SWN) in Q2 2021, closing a stake of 31,563 shares — an estimated $148K sold.

Sowell Financial Services first reported a position in SWN in Q4 2016 and held it in 8 quarters. The position peaked at $154K in Q4 2020. 316 funds tracked by Wall St. Rank hold SWN as of Q2 2021.

Sowell Financial Services reported no remaining Southwestern Energy Company position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 31,563 Southwestern Energy Company shares in Q2 2021, an estimated $148K.
Sowell Financial Services first reported a position in Southwestern Energy Company in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's Southwestern Energy Company position peaked at $154K in Q4 2020.
316 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.