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Tanglewood Legacy Advisors’s Southwestern Energy Company SWN Stock Holding History

Tanglewood Legacy 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
Q2 		– Sell
-200
Closed -$1.52K – 300
2024
Q1 		$1.52K Hold
200
– – ﹤0.01% 282
2023
Q4 		$1.31K Hold
200
– – ﹤0.01% 274
2023
Q3 		$1.29K Hold
200
– – ﹤0.01% 280
2023
Q2 		$1.2K Hold
200
– – ﹤0.01% 278
2023
Q1 		$1K Hold
200
– – ﹤0.01% 275
2022
Q4 		$1.17K Buy
+200
New +$1.31K ﹤0.01% 241

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Tanglewood Legacy Advisors's SWN Position: Q2 2024 in Review

Tanglewood Legacy Advisors sold out of Southwestern Energy Company (SWN) in Q2 2024, closing a stake of 200 shares — an estimated $1.52K sold.

Tanglewood Legacy Advisors first reported a position in SWN in Q4 2022 and held it in 6 quarters. The position peaked at $1.52K in Q1 2024. 483 funds tracked by Wall St. Rank hold SWN as of Q2 2024.

  • Tanglewood Legacy Advisors reported no remaining Southwestern Energy Company position as of Q2 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 200 Southwestern Energy Company shares in Q2 2024, an estimated $1.52K.
  • Tanglewood Legacy Advisors first reported a position in Southwestern Energy Company in Q4 2022 and held it in 6 quarters.
  • Tanglewood Legacy Advisors's Southwestern Energy Company position peaked at $1.52K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.