TFA
SWN

Transamerica Financial Advisors’s Southwestern Energy Company SWN Stock Holding History

Transamerica Financial 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
Q4 		– Sell
-1
Closed -$1K – 665
2023
Q3 		$1K Hold
1
– – ﹤0.01% 648
2023
Q2 		$1K Hold
1
– – ﹤0.01% 620
2023
Q1 		$1K Hold
1
– – ﹤0.01% 605
2022
Q4 		$1K Hold
1
– – ﹤0.01% 696
2022
Q3 		$1K Hold
1
– – ﹤0.01% 648
2022
Q2 		$1K Buy
+1
New +$8 ﹤0.01% 660
2020
Q3 		– Sell
-1
Closed -$1K – 519
2020
Q2 		$1K Buy
+1
New +$3 ﹤0.01% 507
2015
Q1 		– Sell
-5
Closed -$1K – 928
2014
Q4 		$1K Sell
5
-1,829
-100% -$58.8K ﹤0.01% 709
2014
Q3 		$65K Sell
1,834
-328
-15% -$13.1K 0.01% 325
2014
Q2 		$99K Buy
+2,162
New +$100K 0.01% 324

Other funds holding SWN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return