TWP
SWN

TFO Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

TFO Wealth Partners’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
-14
Closed -$106 – 794
2024
Q1 		$106 Hold
14
– – ﹤0.01% 629
2023
Q4 		$92 Hold
14
– – ﹤0.01% 809
2023
Q3 		$84 Hold
14
– – ﹤0.01% 1001
2023
Q2 		$84 Hold
14
– – ﹤0.01% 700
2023
Q1 		$70 Buy
14
+10
+250% +$53 ﹤0.01% 708
2022
Q4 		$135 Buy
+4
New +$26 ﹤0.01% 710
2020
Q4 		– Sell
-1,900
Closed -$4K – 177
2020
Q3 		$4K Hold
1,900
– – ﹤0.01% 116
2020
Q2 		$5K Hold
1,900
– – ﹤0.01% 115
2020
Q1 		$3K Hold
1,900
– – ﹤0.01% 114
2019
Q4 		$4K Buy
+1,900
New +$3.93K ﹤0.01% 133

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

TFO Wealth Partners's SWN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Southwestern Energy Company (SWN) in Q2 2024, closing a stake of 14 shares — an estimated $106 sold.

TFO Wealth Partners first reported a position in SWN in Q4 2019 and held it in 10 quarters. The position peaked at $5K in Q2 2020. 483 funds tracked by Wall St. Rank hold SWN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Southwestern Energy Company position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 14 Southwestern Energy Company shares in Q2 2024, an estimated $106.
  • TFO Wealth Partners first reported a position in Southwestern Energy Company in Q4 2019 and held it in 10 quarters.
  • TFO Wealth Partners's Southwestern Energy Company position peaked at $5K in Q2 2020.
  • 483 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.