TCI Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-45	Closed	-$225	–	2384
2023 Q1	$225	Sell	45 -899	-95%	-$4.77K	﹤0.01%	2321
2022 Q4	$5.52K	Hold	944	–	–	﹤0.01%	1460
2022 Q3	$6K	Hold	944	–	–	﹤0.01%	1399
2022 Q2	$6K	Hold	944	–	–	﹤0.01%	1424
2022 Q1	$7K	Hold	944	–	–	﹤0.01%	1370
2021 Q4	$4K	Hold	944	–	–	﹤0.01%	1939
2021 Q3	$5K	Hold	944	–	–	﹤0.01%	1675
2021 Q2	$5K	Hold	944	–	–	﹤0.01%	1506
2021 Q1	$4K	Sell	944 -438	-32%	-$1.77K	﹤0.01%	1449
2020 Q4	$4K	Buy	1,382 +85	+7%	+$250	﹤0.01%	1035
2020 Q3	$3K	Buy	1,297 +353	+37%	+$939	﹤0.01%	1040
2020 Q2	$2K	Hold	944	–	–	﹤0.01%	1156
2020 Q1	$2K	Sell	944 -117	-11%	-$203	﹤0.01%	1135
2019 Q4	$3K	Buy	+1,061	New	+$2.19K	﹤0.01%	1069
2018 Q1	–	Sell	-481	Closed	-$3K	–	1449
2017 Q4	$3K	Hold	481	–	–	﹤0.01%	946
2017 Q3	$3K	Sell	481 -86	-15%	-$487	﹤0.01%	885
2017 Q2	$3K	Hold	567	–	–	﹤0.01%	923
2017 Q1	$5K	Hold	567	–	–	﹤0.01%	732
2016 Q4	$6K	Hold	567	–	–	﹤0.01%	747
2016 Q3	$8K	Hold	567	–	–	﹤0.01%	641
2016 Q2	$7K	Hold	567	–	–	﹤0.01%	662
2016 Q1	$5K	Buy	567 +387	+215%	+$2.97K	﹤0.01%	737
2015 Q4	$1K	Buy	+180	New	+$1.76K	﹤0.01%	981
2015 Q1	–	Sell	-28	Closed	-$1K	–	973
2014 Q4	$1K	Hold	28	–	–	﹤0.01%	841
2014 Q3	$1K	Hold	28	–	–	﹤0.01%	842
2014 Q2	$1K	Hold	28	–	–	﹤0.01%	856
2014 Q1	$1K	Hold	28	–	–	﹤0.01%	831
2013 Q4	$1K	Hold	28	–	–	﹤0.01%	814
2013 Q3	$1K	Hold	28	–	–	﹤0.01%	737
2013 Q2	$1K	Buy	+28	New	+$1.04K	﹤0.01%	673

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

DGI

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

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

TCI Wealth Advisors's SWN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 45 shares — an estimated $225 sold.

TCI Wealth Advisors first reported a position in SWN in Q2 2013 and held it in 30 quarters. The position peaked at $8K in Q3 2016. 441 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

TCI Wealth Advisors reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 45 Southwestern Energy Company shares in Q2 2023, an estimated $225.
TCI Wealth Advisors first reported a position in Southwestern Energy Company in Q2 2013 and held it in 30 quarters.
TCI Wealth Advisors's Southwestern Energy Company position peaked at $8K in Q3 2016.
441 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.