Spire Wealth Management’s Southwestern Energy Company SWN Stock Holding History

Spire Wealth Management’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 Q3	–	Sell	-2,547	Closed	-$17.1K	–	2292
2024 Q2	$17.1K	Sell	2,547 -2,000	-44%	-$14.6K	﹤0.01%	1494
2024 Q1	$34.5K	Sell	4,547 -11,500	-72%	-$78.1K	﹤0.01%	1337
2023 Q4	$103K	Buy	16,047 +10,980	+217%	+$73.3K	﹤0.01%	993
2023 Q3	$32.7K	Buy	5,067 +20	+0.4%	+$128	﹤0.01%	1330
2023 Q2	$30.3K	Sell	5,047 -3,000	-37%	-$15.5K	﹤0.01%	1404
2023 Q1	$40.2K	Buy	8,047 +3,000	+59%	+$15.9K	﹤0.01%	1287
2022 Q4	$30K	Buy	+5,047	New	+$33.2K	﹤0.01%	1210

Other funds holding SWN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spire Wealth Management's SWN Position: Q3 2024 in Review

Spire Wealth Management sold out of Southwestern Energy Company (SWN) in Q3 2024, closing a stake of 2,547 shares — an estimated $17.1K sold.

Spire Wealth Management first reported a position in SWN in Q4 2022 and held it in 7 quarters. The position peaked at $103K in Q4 2023. 456 funds tracked by Wall St. Rank hold SWN as of Q3 2024.

Spire Wealth Management reported no remaining Southwestern Energy Company position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 2,547 Southwestern Energy Company shares in Q3 2024, an estimated $17.1K.
Spire Wealth Management first reported a position in Southwestern Energy Company in Q4 2022 and held it in 7 quarters.
Spire Wealth Management's Southwestern Energy Company position peaked at $103K in Q4 2023.
456 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.