WQ
SWN

Wealth Quarterback’s Southwestern Energy Company SWN Stock Holding History

Wealth Quarterback’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
2021
Q3 		$3K Sell
400
-570
-59% -$2.78K ﹤0.01% 690
2021
Q2 		$6K Buy
+970
New +$4.77K ﹤0.01% 599
2020
Q2 		– Sell
-952
Closed -$1.61K – 833
2020
Q1 		$1.61K Buy
952
+552
+138% +$958 ﹤0.01% 780
2019
Q4 		$968 Buy
+400
New +$827 ﹤0.01% 855

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Quarterback's SWN Position: Q3 2021 in Review

Wealth Quarterback reduced its Southwestern Energy Company (SWN) stake by 59% in Q3 2021, selling an estimated $2.78K and leaving 400 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Wealth Quarterback first reported a position in SWN in Q4 2019 and has held it in 4 quarters since. The position peaked at $6K in Q2 2021. 316 funds tracked by Wall St. Rank hold SWN as of Q3 2021.

  • Wealth Quarterback held 400 shares of Southwestern Energy Company worth $3K as of Q3 2021.
  • Wealth Quarterback sold 570 Southwestern Energy Company shares in Q3 2021, an estimated $2.78K.
  • Southwestern Energy Company made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #690 holding.
  • Wealth Quarterback first reported a position in Southwestern Energy Company in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Southwestern Energy Company position peaked at $6K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.