TD Private Client Wealth’s Southwestern Energy Company SWN Stock Holding History

TD Private Client Wealth’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 Q3	–	Sell	-251	Closed	-$1.51K	–	1283
2023 Q2	$1.51K	Hold	251	–	–	﹤0.01%	1187
2023 Q1	$1.25K	Hold	251	–	–	﹤0.01%	1179
2022 Q4	$1.47K	Hold	251	–	–	﹤0.01%	1130
2022 Q3	$1.54K	Hold	251	–	–	﹤0.01%	1130
2022 Q2	$1.57K	Buy	+251	New	+$1.94K	﹤0.01%	1153

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Private Client Wealth's SWN Position: Q3 2023 in Review

TD Private Client Wealth sold out of Southwestern Energy Company (SWN) in Q3 2023, closing a stake of 251 shares — an estimated $1.51K sold.

TD Private Client Wealth first reported a position in SWN in Q2 2022 and held it in 5 quarters. The position peaked at $1.57K in Q2 2022. 463 funds tracked by Wall St. Rank hold SWN as of Q3 2023.

TD Private Client Wealth reported no remaining Southwestern Energy Company position as of Q3 2023 after selling out during the quarter.
TD Private Client Wealth sold 251 Southwestern Energy Company shares in Q3 2023, an estimated $1.51K.
TD Private Client Wealth first reported a position in Southwestern Energy Company in Q2 2022 and held it in 5 quarters.
TD Private Client Wealth's Southwestern Energy Company position peaked at $1.57K in Q2 2022.
463 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2023.

Based on TD Private Client Wealth's 13F filing for Q3 2023, filed 16 Aug 2024.