TCWA
SWN

Turtle Creek Wealth Advisors’s Southwestern Energy Company SWN Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-339
Closed -$2.22K – 854
2023
Q4 		$2.22K Buy
+339
New +$2.26K ﹤0.01% 768

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Turtle Creek Wealth Advisors's SWN Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Southwestern Energy Company (SWN) in Q1 2024, closing a stake of 339 shares — an estimated $2.22K sold.

Turtle Creek Wealth Advisors first reported a position in SWN in Q4 2023 and held it in 1 quarter. The position peaked at $2.22K in Q4 2023. 479 funds tracked by Wall St. Rank hold SWN as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Southwestern Energy Company position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 339 Southwestern Energy Company shares in Q1 2024, an estimated $2.22K.
  • Turtle Creek Wealth Advisors first reported a position in Southwestern Energy Company in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Southwestern Energy Company position peaked at $2.22K in Q4 2023.
  • 479 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.