Ten Capital Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Ten Capital 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	-2,244	Closed	-$11.2K	–	569
2023 Q1	$11.2K	Hold	2,244	–	–	﹤0.01%	364
2022 Q4	$13.1K	Hold	2,244	–	–	0.01%	281
2022 Q3	$14K	Hold	2,244	–	–	0.01%	270
2022 Q2	$14K	Hold	2,244	–	–	0.01%	239
2022 Q1	$16K	Hold	2,244	–	–	0.01%	241
2021 Q4	$10K	Hold	2,244	–	–	﹤0.01%	302
2021 Q3	$12K	Hold	2,244	–	–	0.01%	260
2021 Q2	$13K	Hold	2,244	–	–	﹤0.01%	296
2021 Q1	$10K	Buy	2,244 +1,784	+388%	+$7.21K	﹤0.01%	263
2020 Q4	$1K	Buy	+460	New	+$1.36K	﹤0.01%	360

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DGI

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

Ten Capital Wealth Advisors's SWN Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q2 2023, closing a stake of 2,244 shares — an estimated $11.2K sold.

Ten Capital Wealth Advisors first reported a position in SWN in Q4 2020 and held it in 10 quarters. The position peaked at $16K in Q1 2022. 442 funds tracked by Wall St. Rank hold SWN as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Southwestern Energy Company position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 2,244 Southwestern Energy Company shares in Q2 2023, an estimated $11.2K.
Ten Capital Wealth Advisors first reported a position in Southwestern Energy Company in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Southwestern Energy Company position peaked at $16K in Q1 2022.
442 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.